Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds 2040 Target Date Retire R6 - in their Schedule of Assets, totaling $81.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINLAND FOODS, INC. WINLAND FOODS, INC. 401(K) PLAN | OAK BROOK IL | 2,615 | $182.1M | $15.7M |
| 2 | 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 |
| 3 | NUCLEAR ENERGY INSTITUTE, INC. |
WASHINGTON DC |
| 104 |
| $55.7M |
| $4.6M |
| 4 | MAIN ELECTRIC SUPPLY COMPANY LLC MAIN ELECTRIC SUPPLY CO. SAVINGS AND INVESTMENT PLAN | SANTA ANA CA | 741 | $44.4M | $4.3M |
| 5 | IMAGINE360 SERVICES LLC IMAGINE360 ADMINISTRATORS 401(K) PLAN | WAYNE PA | 919 | $44.2M | $4.1M |
| 6 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $3.6M |
| 7 | NORTH AMERICAN RESCUE, LLC NORTH AMERICAN RESCUE, LLC 401(K) RETIREMENT PLAN | GREER SC | 165 | $14.3M | $3.3M |
| 8 | NEXUS FAMILY HEALING NEXUS RETIREMENT PLAN | PLYMOUTH MN | 1,282 | $53.9M | $3.1M |
| 9 | ADPD HOLDINGS LLC D/B/A NEARU NEARU 401(K) PLAN | CHARLOTTE NC | 1,641 | $25.8M | $2.7M |
| 10 | ARMSTRONG BANK ARMSTRONG BANK 401(K) PROFIT SHARING PLAN | MUSKOGEE OK | 418 | $48.5M | $2.3M |
