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 funds in their Schedule of Assets, totaling $21.6M 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 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $3.6M |
| 2 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $3.3M |
| 3 | ORVEON GLOBAL US LLC ORVEON GLOBAL US LLC 401(K) PLAN |
NEW YORK NY |
| 255 |
| $18.4M |
| $2.5M |
| 4 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $2.5M |
| 5 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $2.0M |
| 6 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $1.8M |
| 7 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $1.0M |
| 8 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $1.0M |
| 9 | SIMSPACE CORPORATION SIMSPACE CORPORATION 401(K) PLAN | BOSTON MA | 172 | $13.0M | $841K |
| 10 | MILESTONES BEHAVIORAL SERVICES, INC., DBA CONNECTICUT CENTER FOR CH MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MILFORD CT | 152 | $7.6M | $690K |
