Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds 2040 Target Date Fund R6 Mutual fund - in their Schedule of Assets, totaling $93.4M 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $11.2M |
| 2 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $8.7M |
| 3 | PRECISION DRILLING (US) CORPORATION |
HOUSTON TX |
| 1,290 |
| $86.1M |
| $7.7M |
| 4 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN | PLEASANTON CA | 215 | $65.1M | $7.7M |
| 5 | OMH HEALTHEDGE HOLDINGS, INC. OMH HEALTHEDGE HOLDINGS, INC. 401(K) PLAN | BOCA RATON FL | 1,281 | $35.6M | $5.2M |
| 6 | UNITED BUILT HOMES, LLC UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 145 | $27.1M | $4.3M |
| 7 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY OK | 2,322 | $67.8M | $3.9M |
| 8 | DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 11 | $48.0M | $3.8M |
| 9 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $3.6M |
| 10 | HIMAGINE SOLUTIONS, INC. HIMAGINE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 1,278 | $19.2M | $3.4M |
