Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding IS NOT APPLICABLE AMERICAN FUNDS 2040 TARGET DATE REGISTERED INVESTMENT COMPANY in their Schedule of Assets, totaling $993K 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 | J-U-B ENGINEERS, INC. J-U-B ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | MERIDIAN ID | 517 | $102.9M | $993K |
