Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds 2040 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $42.8M 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 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $8.5M |
| 2 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $4.6M |
| 3 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN |
KILMARNOCK VA |
| 281 |
| $37.8M |
| $3.6M |
| 4 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $2.9M |
| 5 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN | OAK PARK IL | 609 | $17.0M | $2.8M |
| 6 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $2.6M |
| 7 | MULLER MARTINI CORP. MULLER MARTINI 401K SUPER SAVINGS INVESTMENT PLAN | HAUPPAUGE NY | 117 | $57.2M | $2.4M |
| 8 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $1.9M |
| 9 | JOHN NALBACH ENGINEERING CO., INC. NALBACH COMPANIES, ET. AL. PROFIT SHARING 401K | COUNTRYSIDE IL | 217 | $11.4M | $1.4M |
| 10 | RUSMUR FLOORS INC RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST | BRIDGEVILLE PA | 144 | $14.4M | $1.2M |
