Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2040 Target Date Retire R6 " in their Schedule of Assets, totaling $23.2M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $10.8M |
| 2 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $3.6M |
| 3 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION |
RICHMOND VA |
| 173 |
| $60.6M |
| $2.1M |
| 4 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $2.0M |
| 5 | AERO PRECISION HOLDINGS LP AERO PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | MIRAMAR FL | 228 | $23.9M | $1.9M |
| 6 | VPNE PARKING SOLUTIONS, LLC VPNE PARKING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 2,269 | $17.7M | $1.4M |
| 7 | KING RISK PARTNERS, LLC KING INSURANCE 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 288 | $6.9M | $538K |
| 8 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $456K |
| 9 | ALTANO U.S., LLC ALTANO U.S., LLC 401(K) PLAN | LEXINGTON KY | 183 | $3.8M | $195K |
| 10 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN | GAYS MILLS WI | 131 | $6.7M | $149K |
