Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds 2040 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $90.9M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $18.6M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $16.1M |
| 3 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN |
LYNNWOOD WA |
| 662 |
| $310.9M |
| $15.2M |
| 4 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $7.7M |
| 5 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $4.0M |
| 6 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $3.3M |
| 7 | SYSCOM GLOBAL SOLUTIONS INC. DBA SYSCOM GS SYSCOM GLOBAL SOLUTIONS INC. 401(K) PLAN | NEW YORK NY | 114 | $15.3M | $2.9M |
| 8 | UNIPHORE TECHNOLOGIES INC. UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN | PALO ALTO CA | 179 | $21.0M | $2.9M |
| 9 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $2.2M |
| 10 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $2.2M |
