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 R6 Mutual fund in their Schedule of Assets, totaling $7.2M 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 | OTC GLOBAL HOLDINGS, LP OTC GLOBAL HOLDINGS LP 401(K) PROFIT SHARING PLAN | HOUSTON TX | 226 | $25.7M | $2.5M |
| 2 | ANRITSU COMPANY ANRITSU COMPANY SALARY DEFERRAL PLAN | MORGAN HILL CA | 464 | $288.7M | $1.7M |
| 3 | ARROW GEAR LLC ARROW GEAR INCENTIVE SAVINGS PLAN |
COLLEGE POINT NY |
| 161 |
| $21.9M |
| $1.4M |
| 4 | HEALTHY LIVING NETWORK RESOURCES HEALTHY LIVING NETWORK RESOURCES 401(K) PLAN | FOLSOM CA | 555 | $10.7M | $963K |
| 5 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $505K |
| 6 | ARAMSCO, INC. ARAMSCO, INC. 401(K) RETIREMENT PLAN | RADNOR PA | 1,050 | $41.0M | $115K |
