Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds 2040 Target Date Retirement R6 .. in their Schedule of Assets, totaling $125.8M 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 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $42.1M |
| 2 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $14.5M |
| 3 | ORTHOPEDIC ONE, INC. |
WESTERVILLE OH |
| 699 |
| $152.0M |
| $8.9M |
| 4 | MEDICAL ONCOLOGY & HEMATOLOGY ASSOCIATES MISSION CANCER + BLOOD 401(K) PLAN | DES MOINES IA | 0 | $51.9M | $6.2M |
| 5 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYER RETIREMENT AND SAVINGS PLAN UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS RETIREMENT AND SAVINGS PLAN | PLYMOUTH MEETING PA | 4,457 | $99.5M | $6.0M |
| 6 | ALTUS CONSULTING CORPORATION ALTUS CONSULTING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | UPPERVILLE VA | 87 | $40.2M | $5.6M |
| 7 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $4.5M |
| 8 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $4.1M |
| 9 | GMM PFAUDLER US INC. GMM PFAUDLER US INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 244 | $57.6M | $2.5M |
| 10 | HARTING, INC. HARTING, INC. PROFIT SHARING 401(K) PLAN & TRUST | ELGIN IL | 185 | $22.3M | $2.5M |
