Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R6 Pooled separate account in their Schedule of Assets, totaling $4.7M 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 | WILLIAMS TANK LINES, LLC WILLIAMS TANK LINES 401(K) PLAN | STOCKTON CA | 302 | $37.5M | $3.7M |
| 2 | NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN | MARLBORO NJ | 183 | $6.6M | $602K |
| 3 | STRESSCRETE, INC. STRESSCRETE GROUP US 401(K) PLAN |
NORTHPORT AL |
| 187 |
| $5.2M |
| $244K |
| 4 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $161K |
