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 Registered investment company in their Schedule of Assets, totaling $17.8M 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 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $5.0M |
| 2 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $2.5M |
| 3 | P.J.K. FOOD SERVICE, LLC DBA KEANY PRODUCE & GOURMET |
LANDOVER MD |
| 511 |
| $32.5M |
| $2.5M |
| 4 | SPRIG ELECTRIC SPRIG ELECTRIC 401(K) PLAN | SAN JOSE CA | 152 | $24.6M | $1.9M |
| 5 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $1.5M |
| 6 | EHEALTH GLOBAL TECHNOLOGIES, INC. EHEALTH GLOBAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRPORT NY | 179 | $5.8M | $1.4M |
| 7 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $1.2M |
| 8 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $913K |
| 9 | HEARTLAND DERMATOLOGY AND SKIN CANCER CENTER, P.A. HEARTLAND DERMATOLOGY 401(K) PLAN | SALINA KS | 132 | $12.2M | $572K |
| 10 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $251K |
