Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R6 Mutual fund n/a in their Schedule of Assets, totaling $21.4M 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 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN | WOODBRIDGE VA | 1,736 | $53.7M | $4.6M |
| 2 | THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND OH | 139 | $17.6M | $2.6M |
| 3 | LOS ANGELES COUNTY FAIR ASSOCIATION |
POMONA CA |
| 261 |
| $11.8M |
| $2.0M |
| 4 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $2.0M |
| 5 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN | LINCOLN NE | 259 | $23.2M | $1.9M |
| 6 | GARY AMOTH TRUCKING, INC. GARY AMOTH TRUCKING, INC. 401(K) PLAN | TWIN FALLS ID | 190 | $6.5M | $1.7M |
| 7 | IMAGETREND, LLC IMAGETREND, LLC 401(K) RETIREMENT PLAN | EAGAN MN | 339 | $30.2M | $1.6M |
| 8 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $1.1M |
| 9 | KORBER PHARMA, INC. KORBER PHARMA, INC. SAVINGS PLAN | FARGO ND | 192 | $18.6M | $784K |
| 10 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN | ABERDEEN SD | 483 | $8.5M | $704K |
