Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding American funds 2040 TRGT Date Retire R6 in their Schedule of Assets, totaling $225.1M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $33.9M |
| 2 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $24.4M |
| 3 | HOBART AND WILLIAM SMITH COLLEGES |
GENEVA NY |
| 651 |
| $240.5M |
| $16.1M |
| 4 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $13.9M |
| 5 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 1,363 | $116.3M | $10.0M |
| 6 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 4,169 | $143.9M | $9.1M |
| 7 | TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST | SUGAR LAND TX | 4,449 | $44.4M | $7.9M |
| 8 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $7.0M |
| 9 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $6.7M |
| 10 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $5.1M |
