Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds 2040 Target Date R6 Mutual fund * in their Schedule of Assets, totaling $31.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAMPARI AMERICA CAMPARI AMERICA 401K RETIREMENT PLAN | NEW YORK NY | 580 | $97.9M | $9.8M |
| 2 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $5.7M |
| 3 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN |
PETALUMA CA |
| 424 |
| $58.0M |
| $3.9M |
| 4 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 462 | $57.1M | $3.4M |
| 5 | DOKKEN ENGINEERING DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN | FOLSOM CA | 145 | $38.9M | $2.8M |
| 6 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $2.3M |
| 7 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $1.1M |
| 8 | GIRL SCOUTS OF EASTERN MASSACHUSETTS, INC. GSEM RETIREMENT SAVINGS PLAN | WALTHAM MA | 81 | $6.7M | $949K |
| 9 | TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN FOR SCA EMPLOYEES | DESTIN FL | 368 | $4.7M | $542K |
| 10 | SOUTHEASTERN GUIDE DOGS, INC. DOGS INC RETIREMENT PLAN | PALMETTO FL | 185 | $4.3M | $357K |
