Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2040 Target Date Retirement R6 Fund Mutual fund in their Schedule of Assets, totaling $6.4M 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 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $4.9M |
| 2 | REVOLUTION TECHNOLOGIES, LLC REVOLUTION TECHNOLOGIES 401(K) PLAN | MELBOURNE FL | 244 | $5.8M | $896K |
| 3 | CHILDREN'S HOME NETWORK CHILDREN'S HOME NETWORK 401(K) PLAN |
TAMPA FL |
| 211 |
| $3.7M |
| $450K |
| 4 | MCC, INC. MCC, INC. 401(K) SALARY REDUCTION PLAN | GREENFIELD MN | 102 | $8.2M | $124K |
| 5 | ALPIN HAUS SKI SHOP, INC ALPIN HAUS SKI SHOP, INC. 401(K) PROFIT SHARING PLAN | AMSTERDAM NY | 141 | $11.6M | $81K |
| 6 | THE AMERICAN TANK & FABRICATING COMPANY AT&F 401(K) PLAN | CLEVELAND OH | 247 | $20.1M | $5K |
