Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding R4 Mutual Fund AMERICAN FUNDS 2040 TRGT DATE RETIRE N/R in their Schedule of Assets, totaling $790K 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 | EMERGYCARE, INC. EMERGYCARE 403(B) PLAN | ERIE PA | 257 | $7.5M | $471K |
| 2 | EMERGYCARE, INC. EMERGYCARE RETIREMENT PLAN | ERIE PA | 257 | $7.7M | $318K |
