Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * American Funds American Funds 2040 Target Date - R2 in their Schedule of Assets, totaling $576K 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 | NORAC USA CORPORATION BAKERLY 401(K) PLAN | EASTON PA | 303 | $2.7M | $576K |
