Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2040 Target Date Fund R6 Mutual funds ^ in their Schedule of Assets, totaling $18.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | I & S GROUP, INC. ISG 401(K) PLAN | MANKATO MN | 497 | $37.4M | $7.3M |
| 2 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $2.7M |
| 3 | K MOTORS, INC. K MOTORS, INC. 401(K) PLAN | EL CAJON CA |
| 398 |
| $19.8M |
| $2.0M |
| 4 | GAFCON PM-CM LLC GAFCON PM-CM LLC PROFIT SHARING PLAN | SAN DIEGO CA | 124 | $17.9M | $1.6M |
| 5 | GULFSIDE CASINO PARTNERSHIP GULFSIDE CASINO PARTNERSHIP 401(K) PLAN | GULFPORT MS | 1,417 | $21.8M | $1.3M |
| 6 | GAFCON, INC. GAFCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 126 | $19.3M | $1.3M |
| 7 | MALNATI ORGANIZATION, LLC MALNATI ORGANIZATION 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 1,435 | $28.5M | $1.1M |
| 8 | INTEGRATED PROCUREMENT TECHNOLOGIES , INC. IPT 401(K) RETIREMENT PLAN | GOLETA CA | 106 | $13.5M | $1.0M |
| 9 | MARC, INC. OF MANCHESTER MARC, INC. RETIREMENT PLAN | MANCHESTER CT | 262 | $7.0M | $361K |
| 10 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $273K |
