Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual fund in their Schedule of Assets, totaling $12.5M 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 | ATHENS DISTRIBUTING COMPANY OF NASHVILLE ATHENS DISTRIBUTING RETIREMENT PLAN | NASHVILLE TN | 358 | $36.4M | $4.5M |
| 2 | ALEXANDER YOUTH NETWORK ALEXANDER YOUTH NETWORK 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 416 | $14.7M | $2.9M |
| 3 | 4M CAPITAL, LTD DBA ARTERIORS HOME |
LEWISVILLE TX |
| 167 |
| $8.6M |
| $1.9M |
| 4 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $1.1M |
| 5 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN | NEW ALBANY OH | 167 | $20.3M | $898K |
| 6 | ITG COMMUNICATIONS, LLC ITG COMMUNICATIONS, LLC 401(K) PLAN | HENDERSONVILLE TN | 1,796 | $4.1M | $595K |
| 7 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $269K |
| 8 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $172K |
| 9 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $80K |
| 10 | VALTRONIC TECHNOLOGIES (USA) INC. VALTRONIC TECHNOLOGIES (USA) INC. RETIREMENT SAVINGS PLAN | SOLON OH | 105 | $4.2M | $44K |
