Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MassMutual American Funds 2040 Target Date Retire R6 in their Schedule of Assets, totaling $148K 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 | THE PHOENIX FORGE GROUP, LLC THE PHOENIX FORGE GROUP 401(K) SAVINGS PLAN | READING PA | 318 | $44.8M | $148K |
