Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Fds 2040 Tar Ret R6 in their Schedule of Assets, totaling $15.8M 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 | LOYOLA UNIVERSITY NEW ORLEANS LOYOLA UNIVERSITY RETIREMENT PLAN | NEW ORLEANS LA | 1,273 | $282.3M | $7.4M |
| 2 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $4.1M |
| 3 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
CHESTERTOWN MD |
| 519 |
| $103.7M |
| $2.7M |
| 4 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW HAMPTON NH | 156 | $21.7M | $1.1M |
| 5 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $304K |
| 6 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN | TEMPE AZ | 57 | $13.1M | $191K |
