Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds 2040 Target Date Retire r6 Mutual fund in their Schedule of Assets, totaling $57.6M 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 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $6.9M |
| 2 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $5.9M |
| 3 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN |
MENDOTA HEIGHTS MN |
| 1,029 |
| $129.0M |
| $5.2M |
| 4 | PREMIER TECHNOLOGY, INC. PREMIER TECHNOLOGY, INC. 401(K) PLAN | BLACKFOOT ID | 249 | $14.7M | $4.0M |
| 5 | MOWI USA, LLC MOWI USA, LLC 401(K) PLAN | BELFAST ME | 467 | $18.8M | $3.9M |
| 6 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $3.7M |
| 7 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $3.1M |
| 8 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $2.6M |
| 9 | KASON INDUSTRIES, INC. KASON INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEWNAN GA | 252 | $25.3M | $2.5M |
| 10 | AVESTA HOUSING DEVELOPMENT CORP. AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN | PORTLAND ME | 258 | $12.0M | $2.0M |
