Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund® R6 Mutual fund - in their Schedule of Assets, totaling $86.1M 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 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $8.8M |
| 2 | LATICRETE INTERNATIONAL, INC. LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | BETHANY CT | 538 | $74.1M | $8.8M |
| 3 | RODAN & FIELDS BEAUTY, LLC RODAN & FIELDS, LLC 401(K) PLAN |
SAN RAMON CA |
| 156 |
| $52.5M |
| $7.5M |
| 4 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $7.5M |
| 5 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $7.1M |
| 6 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN | CANTON MA | 1,486 | $107.3M | $7.0M |
| 7 | GEOSPACE TECHNOLOGIES CORPORATION GEOSPACE TECHNOLOGIES CORPORATION EMPLOYEES' 401(K) RETIREMENT PLAN | HOUSTON TX | 470 | $66.9M | $6.0M |
| 8 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $6.0M |
| 9 | LEHMAN-ROBERTS COMPANY LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN | MEMPHIS TN | 488 | $34.4M | $5.3M |
| 10 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $3.9M |
