Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Fds 2040 Tar Ret R6 Mutual fund in their Schedule of Assets, totaling $23.4M 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 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $9.1M |
| 2 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $5.9M |
| 3 | CALIFORNIA COLLEGE OF THE ARTS |
SAN FRANCISCO CA |
| 771 |
| $90.2M |
| $4.4M |
| 4 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $1.5M |
| 5 | SAFE HORIZON, INC. SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $20.7M | $1.3M |
| 6 | VILLA MARIA COLLEGE OF BUFFALO VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN | BUFFALO NY | 88 | $9.0M | $853K |
| 7 | KRIPALU CENTER FOR YOGA AND HEALTH KRIPALU CENTER FOR YOGA AND HEALTH 403(B) PLAN | STOCKBRIDGE MA | 345 | $5.6M | $301K |
