Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2040 Target Date Retire R6 Mutual fund N/A in their Schedule of Assets, totaling $2.4M 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 | COMPUTERS UNLIMITED, INC. COMPUTERS UNLIMITED 401(K) PLAN | BILLINGS MT | 189 | $40.4M | $584K |
| 2 | FRONTIER CREDIT UNION FRONTIER CREDIT UNION 401(K) PLAN AND TRUST | IDAHO FALLS ID | 167 | $7.4M | $577K |
| 3 | GRAND PRAIRIE FOODS GRAND PRAIRIE FOODS 401(K) PLAN |
SIOUX FALLS SD |
| 211 |
| $3.6M |
| $397K |
| 4 | EAGLE COMMUNICATIONS, INC. EAGLE COMMUNICATIONS, INC. 401(K) PLAN | HAYS KS | 133 | $13.3M | $308K |
| 5 | BAILEY'S CONSOLIDATED SERVICES, LLC BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN | NORTH SALT LAKE UT | 311 | $8.5M | $192K |
| 6 | BAILEY'S HOLDING COMPANY, INC. BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN | NORTH SALT LAKE UT | 329 | $7.6M | $169K |
| 7 | THE PENDERGRAPH COMPANIES, LLC THE PENDERGRAPH COMPANIES, LLC 401(K) PLAN | RALEIGH NC | 143 | $6.4M | $131K |
