Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fund R6 * American Funds American Funds 2040 Target Date N/R in their Schedule of Assets, totaling $21.7M 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 | GP STRATEGIES CORPORATION GP RETIREMENT SAVINGS PLAN | COLUMBIA MD | 1,549 | $169.0M | $19.6M |
| 2 | J. V. MANUFACTURING COMPANY, INC. J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN | NATRONA HEIGHTS PA | 111 | $15.0M | $2.0M |
| 3 | BRSI, LP BENEFIT RECOVERY 401(K) PLAN |
HOUSTON TX |
| 154 |
| $6.8M |
| $124K |
