Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding party value Cost Value American Funds Trgt Date Ret 2040 R5 Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $1.4M |
