Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Af Trgt Date 2040 R6 in their Schedule of Assets, totaling $152.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. CTCA 401(K) SAVINGS AND RETIREMENT PLAN | SCHAUMBURG IL | 3,721 | $445.1M | $39.2M |
| 2 | KLOCKNER METALS CORPORATION KLOECKNER METALS 401(K) PLAN | ROSWELL GA | 2,303 | $288.7M | $17.7M |
| 3 | ALTORFER INC. ALTORFER RETIREMENT PLAN |
CEDAR RAPIDS IA |
| 936 |
| $162.8M |
| $13.4M |
| 4 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $13.1M |
| 5 | CEC ENTERTAINMENT CONCEPTS, LP CEC ENTERTAINMENT 401(K) RETIREMENT & SAVINGS PLAN | IRVING TX | 4,224 | $70.7M | $10.8M |
| 6 | SUNOPTA FOODS INC. SUNOPTA FOODS INC. 401(K) PLAN | EDEN PRAIRIE MN | 1,172 | $98.7M | $9.4M |
| 7 | USANA HEALTH SCIENCES, INC. USANA HEALTH SCIENCES 401(K) PLAN | SALT LAKE CITY UT | 791 | $126.3M | $7.6M |
| 8 | CROSSCOUNTRY CONSULTING LLC CROSSCOUNTRY CONSULTING 401(K) P/S PLAN | MCLEAN VA | 841 | $83.8M | $4.9M |
| 9 | SHEPARD EXPOSITION SERVICES, INC. SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN | ATLANTA GA | 876 | $39.0M | $3.9M |
| 10 | TEXAS PARTNERS BANK TEXAS PARTNERS BANK 401(K) | SAN ANTONIO TX | 464 | $43.1M | $3.8M |
