Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2040 Target Date Fund R6 Mutual fund N/A in their Schedule of Assets, totaling $6.7M 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 | SEAMAN DEVELOPMENT, INC. SEAMAN DEVELOPMENT 401(K) PLAN | WOOSTER OH | 445 | $57.6M | $2.5M |
| 2 | SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. 401(K) PLAN | CULVER CITY CA | 135 | $18.8M | $2.0M |
| 3 | STATE BAR OF ARIZONA |
PHOENIX AZ |
| 94 |
| $22.5M |
| $1.5M |
| 4 | NEX-TECH WIRELESS. L.L.C. NEX-TECH WIRELESS, L.L.C. RETIREMENT 401(K) PLAN | HAYS KS | 115 | $10.3M | $270K |
| 5 | BILLINGS FLYING SERVICE, INC. BILLINGS FLYING SERVICE, INC. 401(K) PLAN | BILLINGS MT | 173 | $5.5M | $239K |
| 6 | HOMECARE PRODUCTS, INC. HOMECARE PRODUCTS RETIREMENT PLAN | AUBURN WA | 244 | $6.4M | $200K |
