Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding Am Fds 2040 Trgt Dte Rtm R6 Fd " in their Schedule of Assets, totaling $115.6M 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 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $8.8M |
| 2 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $7.7M |
| 3 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN |
WATERLOO IA |
| 1,520 |
| $127.1M |
| $7.2M |
| 4 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $6.3M |
| 5 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $5.6M |
| 6 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $5.1M |
| 7 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $5.0M |
| 8 | THE INTERNET TRUCKSTOP, LLC THE INTERNET TRUCKSTOP, LLC 401(K) PROFIT SHARING PLAN | NEW PLYMOUTH ID | 451 | $30.0M | $4.6M |
| 9 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $4.4M |
| 10 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $4.3M |
