Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab AMERICAN FUNDS TRGT DATE RET 2040 R6 in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHONJ, LLC ORTHONJ 401(K) PLAN | SOMERSET NJ | 719 | $173.7M | $6.3M |
