Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S * American Funds 2040 Target Date Fund R6 Mutual Fund in their Schedule of Assets, totaling $725K 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 | CURATE PARTNERS LLC CURATE PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | WOBURN MA | 83 | $4.6M | $725K |
