American Funds 2040 Target Date Fund R6 Registered investment company
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
10
Total parsed position
$17.8M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | 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 KEANY PRODUCE & GOURMET AND RELATED ENTITIES 401(K) PLAN | 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 |