Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 88 U.S. retirement plans report holding American Funds 2040 Target Date Fund R6 '' in their Schedule of Assets, totaling $236.0M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $39.8M |
| 2 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $25.7M |
| 3 | WOODARD & CURRAN, INC. |
PORTLAND ME |
| 1,358 |
| $259.0M |
| $17.0M |
| 4 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $9.8M |
| 5 | CADDELL CONSTRUCTION CO. (DE), LLC CADDELL CONSTRUCTION RETIREMENT PLAN | MONTGOMERY AL | 405 | $59.8M | $8.0M |
| 6 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $7.5M |
| 7 | FIRST FEDERAL BANK FIRST FEDERAL BANK 401(K) PROFIT SHARING PLAN | LAKE CITY FL | 560 | $92.9M | $7.0M |
| 8 | CLEAVELAND/PRICE, INC. CLEAVELAND/PRICE, INC. 401K PLAN | TRAFFORD PA | 344 | $54.6M | $6.9M |
| 9 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $6.9M |
| 10 | EASTERN PROPANE GAS, INC. EASTERN PROPANE 401(K) PLAN | ROCHESTER NH | 474 | $77.0M | $6.8M |
