Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Class R6 in their Schedule of Assets, totaling $3.4M 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 | OAKLAWN JOCKEY CLUB, INC. OAKLAWN JOCKEY CLUB EMPLOYEES 401(K) SAVINGS PLAN | HOT SPRINGS AR | 1,281 | $20.3M | $1.6M |
| 2 | SPOONER HEALTH SYSTEM SPOONER HEALTH SYSTEM 403(B) PLAN | SPOONER WI | 145 | $18.0M | $1.4M |
| 3 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. |
NORFOLK VA |
| 304 |
| $7.7M |
| $381K |
| 4 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 132 | $42.4M | $72K |
| 5 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $7K |
