Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding American Funds 2040 Target Date Retirement Fund-R6 in their Schedule of Assets, totaling $139.7M 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 | PANDA RESTAURANT GROUP, INC. PANDA RETIREMENT PLAN | ROSEMEAD CA | 56,227 | $609.8M | $30.7M |
| 2 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $11.5M |
| 3 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 |
| $86.8M |
| $10.7M |
| 4 | BECK'S SUPERIOR HYBRIDS, INC. EMPLOYEES' SAVINGS PLAN OF BECK'S SUPERIOR HYBRIDS, INC. | ATLANTA IN | 1,061 | $109.1M | $9.9M |
| 5 | FIRSTONSITE USA HOLDINGS, INC. FIRST ONSITE 401(K) PLAN | GREENWOOD VILLAGE CO | 1,417 | $67.4M | $8.6M |
| 6 | HUNTER SERVICES, LLC HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN | BUTLER PA | 776 | $85.8M | $7.8M |
| 7 | COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT TX | 1,206 | $84.9M | $6.5M |
| 8 | PUREM NOVI INC. PUREM NOVI INC. RETIREMENT PLAN | NOVI MI | 1,045 | $74.5M | $6.0M |
| 9 | LANDMARK CREDIT UNION LANDMARK CREDIT UNION 401(K) PLAN | BROOKFIELD WI | 1,049 | $65.5M | $5.4M |
| 10 | COMMONWEALTH BANK OF AUSTRAILIA COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN | NEW YORK NY | 89 | $32.0M | $3.3M |
