Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Annuity Insurance Company American Funds 2040 Target Retirement Fund N/A in their Schedule of Assets, totaling $3.7M 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 | TECHNICAL RESOURCES INTERNATIONAL, INC. TECHNICAL RESOURCES INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 368 | $56.7M | $3.7M |
