Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement Fund R6 American Funds American Funds 2040 Target Date N/R in their Schedule of Assets, totaling $3.3M 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 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN | SAN JOSE CA | 612 | $38.8M | $3.2M |
| 2 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $168K |
