Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2040 Target Date Retire R6 Mutual funds in their Schedule of Assets, totaling $5.0M 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 | ORTHOPAEDIC SPECIALTY GROUP, P.C. ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN | FAIRFIELD CT | 221 | $36.7M | $1.9M |
| 2 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $836K |
| 3 | GEMINI BAKERY EQUIPMENT COMPANY |
PHILADELPHIA PA |
| 124 |
| $15.0M |
| $810K |
| 4 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. THE THRIFT PLAN OF GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. | BROOKLYN NY | 423 | $8.8M | $779K |
| 5 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $696K |
| 6 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $49K |
