Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Fund R4 in their Schedule of Assets, totaling $23.3M 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 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $5.9M |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $5.3M |
| 3 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA RETIREMENT SAVINGS AND PROFIT SHARING PLAN |
WINSTON-SALEM NC |
| 108 |
| $32.2M |
| $2.4M |
| 4 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $2.3M |
| 5 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $2.2M |
| 6 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $1.4M |
| 7 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN | NORMAL IL | 242 | $13.7M | $1.1M |
| 8 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $1.0M |
| 9 | E. GLUCK CORPORATION E. GLUCK CORPORATION 401(K) PLAN | LITTLE NECK NY | 204 | $17.6M | $1.0M |
| 10 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $520K |
