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 Retirement R6 in their Schedule of Assets, totaling $17.5M 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 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $6.3M |
| 2 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $4.1M |
| 3 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES |
WASHINGTON DC |
| 265 |
| $45.7M |
| $3.3M |
| 4 | KAY AND ASSOCIATES, INC. KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | BUFFALO GROVE IL | 1,368 | $23.1M | $2.0M |
| 5 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $1.1M |
| 6 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN | NASHVILLE TN | 291 | $13.4M | $768K |
