Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2040 Target Date Retirement R6 Fund " in their Schedule of Assets, totaling $30.0M 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 | CSC SERVICEWORKS, INC. CSC SERVICEWORKS, INC. 401(K) PLAN | MELVILLE NY | 2,371 | $133.3M | $6.1M |
| 2 | VENTAS, INC. VENTAS, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 501 | $90.4M | $5.9M |
| 3 | MARTIGNETTI COMPANIES, LLC MARTIGNETTI COMPANIES, LLC 401(K) PLAN |
TAUNTON MA |
| 1,163 |
| $240.5M |
| $4.1M |
| 4 | SUVETO BUYER, LLC SUVETO BUYER, LLC 401(K) PLAN | CONSHOHOCKEN PA | 1,666 | $35.6M | $3.4M |
| 5 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN | NEWBURYPORT MA | 939 | $56.2M | $3.3M |
| 6 | CERAMTEC NORTH AMERICA LLC CTNA 401(K) PLAN | LAURENS SC | 297 | $32.0M | $2.3M |
| 7 | GRANITE LOGISTIC SERVICES, LLC GRANITE LOGISTICS 401(K) PLAN | SARTELL MN | 126 | $13.6M | $1.1M |
| 8 | JEREMIAH PROGRAM JEREMIAH PROGRAM 403(B) PLAN | MINNEAPOLIS MN | 164 | $4.6M | $829K |
| 9 | HELSINN THERAPEUTICS (U.S.), INC. HELSINN THERAPEUTICS (U.S.), INC. 401(K) PLAN | ISELIN NJ | 41 | $17.3M | $730K |
| 10 | TMS NEUROHEALTH CENTER, INC. GREENBROOK TMS 401(K) PLAN | MCLEAN VA | 414 | $9.1M | $695K |
