Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 120 U.S. retirement plans report holding American Funds 2040 trgt date retire r6 Mutual fund - in their Schedule of Assets, totaling $311.4M 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 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $77.1M |
| 2 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $25.9M |
| 3 | COMMUNICATIONS TEST DESIGN, INC. COMMUNICATIONS TEST DESIGN, INC. 401(K) PROFIT SHARING PLAN |
WEST CHESTER PA |
| 8,636 |
| $408.9M |
| $19.9M |
| 4 | LPA, INC. LPA, INC. 401(K) SAVINGS PLAN | IRVINE CA | 494 | $79.5M | $8.6M |
| 5 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $7.3M |
| 6 | MENTAL HEALTH CENTER OF DENVER DBA WELLPOWER MENTAL HEALTH CENTER OF DENVER RETIREMENT PLAN | DENVER CO | 1,003 | $60.8M | $7.1M |
| 7 | MKA INTERNATIONAL, INC. MKA INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 298 | $97.6M | $6.8M |
| 8 | THE WENGER GROUP, INC. THE WENGER GROUP PROFIT SHARING PLAN | LANCASTER PA | 915 | $68.0M | $6.2M |
| 9 | PEOPLETEC, INC. PEOPLETEC, INC. 401(K) PLAN | HUNTSVILLE AL | 617 | $83.3M | $5.4M |
| 10 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $5.3M |
