Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds Af Trgt Date 2040 R6 - in their Schedule of Assets, totaling $234.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $71.3M |
| 2 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $24.1M |
| 3 | PROCORE TECHNOLOGIES, INC. PROCORE TECHNOLOGIES RETIREMENT PLAN |
CARPINTERIA CA |
| 3,256 |
| $345.2M |
| $20.1M |
| 4 | ARES MANAGEMENT LLC ARES RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 2,003 | $518.6M | $19.8M |
| 5 | WEISIGER GROUP INC WEISIGER GROUP 401(K) PLAN | CHARLOTTE NC | 2,290 | $166.9M | $14.8M |
| 6 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $12.5M |
| 7 | IHERB, LLC IHERB 401(K) PLAN | IRVINE CA | 1,826 | $110.4M | $8.4M |
| 8 | TECHNOLOGY CREDIT UNION TECHNOLOGY CREDIT UNION DEFERRED COMPENSATION 401(K) PLAN | SAN JOSE CA | 344 | $77.5M | $5.3M |
| 9 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $4.9M |
| 10 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $4.9M |
