Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Amerfds 2040 Trgt Date Ret R6 in their Schedule of Assets, totaling $4.2M 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 | THE COMMON APPLICATION INC. THE COMMON APPLICATION INC. 403B PLAN | ARLINGTON VA | 174 | $31.1M | $2.9M |
| 2 | SEYER INDUSTRIES INCORPORATED SEYER INDUSTRIES INCORPORATED 401K RETIREMENT SAVINGS PLAN | ST PETERS MO | 276 | $31.3M | $1.2M |
| 3 | GREELEY COUNTY HEALTH SERVICES INC. |
TRIBUNE KS |
| 102 |
| $6.4M |
| $34K |
| 4 | GREELEY COUNTY HEALTH SERVICES INC. GREELEY COUNTY HEALTH SERVICES INC. TAX DEFERRED ANNUITY PLAN | TRIBUNE KS | 119 | $5.5M | $33K |
| 5 | NOVAMATIQ INC. GUIDE ENGINEERING 401K PLAN | FORT WAYNE IN | 164 | $6.7M | $14K |
