Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Amer target 2040 fund R6 in their Schedule of Assets, totaling $78.9M 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 | BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN | CONCORD CA | 2,299 | $568.6M | $31.9M |
| 2 | ANSELL HEALTHCARE PRODUCTS LLC ANSELL RETIREMENT AND SAVINGS PLAN | ISELIN NJ | 533 | $176.7M | $16.2M |
| 3 | HAHN LOESER & PARKS LLP |
CLEVELAND OH |
| 273 |
| $61.3M |
| $6.9M |
| 4 | PERFECTION BAKERIES, INC. D/B/A AUNT MILLIE'S BAKERIES AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN | FORT WAYNE IN | 1,113 | $85.6M | $4.1M |
| 5 | PERFECTION BAKERIES, INC. AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN | FORT WAYNE IN | 628 | $106.2M | $3.6M |
| 6 | HAHN LOESER & PARKS LLP HLP A PLAN | CLEVELAND OH | 180 | $33.1M | $3.1M |
| 7 | SPECS FAMILY PARTNERS, LTD. SPEC'S FAMILY PARTNERS RETIREMENT PLAN | HOUSTON TX | 4,359 | $19.0M | $1.9M |
| 8 | SPORTSMEDIA TECHNOLOGY CORPORATION SMT 401(K) PLAN | DURHAM NC | 453 | $40.9M | $1.8M |
| 9 | SEAPORT GLOBAL HOLDINGS, LLC SEAPORT GLOBAL HOLDINGS, LLC 401(K) PLAN | NEW YORK NY | 236 | $41.6M | $1.8M |
| 10 | DEFINITI, LLC DEFINITI 401(K) PLAN | ERIE PA | 330 | $26.7M | $1.6M |
