Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement Fund American Funds American Funds 2040 Target Date N/R in their Schedule of Assets, totaling $5.3M 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 | VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION 401(K) PLAN | ENDICOTT NY | 818 | $70.6M | $3.7M |
| 2 | NASCO EDUCATION LLC NASCO 401(K) PLAN | FORT ATKINSON WI | 312 | $20.8M | $1.5M |
