Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds American Funds Target Date 2040 R6 N/R in their Schedule of Assets, totaling $52.3M 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 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN | MORGANTOWN WV | 2,079 | $392.4M | $39.8M |
| 2 | ACUITY EYECARE HOLDINGS, LLC AEG VISION 401(K) PLAN | DALLAS TX | 4,353 | $102.4M | $12.5M |
