Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $19.9M 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 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $4.2M |
| 2 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $3.6M |
| 3 | SEYER INDUSTRIES INCORPORATED SEYER INDUSTRIES INCORPORATED 401K RETIREMENT SAVINGS PLAN |
ST PETERS MO |
| 276 |
| $31.3M |
| $1.2M |
| 4 | HEART OF TEXAS MEMORIAL HOSPITAL HEART OF TEXAS HEALTHCARE SYSTEM 403B PLAN | BRADY TX | 165 | $3.4M | $1.2M |
| 5 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $1.0M |
| 6 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $922K |
| 7 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 225 | $6.6M | $703K |
| 8 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN | ST LOUIS MO | 1,318 | $13.8M | $662K |
| 9 | RANKEN JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN RANKEN JORDAN EMPLOYEES 403B PLAN | MARYLAND HEIGHTS MO | 512 | $29.6M | $649K |
| 10 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $572K |
