Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds 2040 Target Date R6 # in their Schedule of Assets, totaling $80.5M 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 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $16.9M |
| 2 | MAGIC LEAP, INC. MAGIC LEAP INC. 401(K) PLAN | PLANTATION FL | 903 | $183.9M | $11.3M |
| 3 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 551 |
| $269.5M |
| $7.6M |
| 4 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $6.9M |
| 5 | RIVERON CONSULTING, LLC RIVERON CONSULTING LLC 401K PLAN | DALLAS TX | 783 | $121.9M | $6.5M |
| 6 | DRT HOLDINGS, LLC DRT HOLDINGS, LLC RETIREMENT PLAN | WEST CHESTER OH | 526 | $55.1M | $5.2M |
| 7 | HAAS SONS, INC. HAAS SONS, INC. 401(K) PROFIT SHARING PLAN | THORP WI | 357 | $39.5M | $3.5M |
| 8 | LEP PSB MIDCO LLC UNLIMITED TECHNOLOGY 401(K) PLAN | HERNDON VA | 344 | $16.0M | $3.2M |
| 9 | AMERICAN EQUIPMENT CO, INC. AMECO EMPLOYEES' SAVINGS INVESTMENT PLAN | GREENVILLE SC | 330 | $38.3M | $3.1M |
| 10 | ONETHIRTYONE LLC ONETHIRTYONE LLC 401K PROFIT SHARING PLAN AND TRUST | IRVING TX | 470 | $31.0M | $2.1M |
