Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Fund R6 - in their Schedule of Assets, totaling $121.9M 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 | KING'S DAUGHTERS MEDICAL CENTER KING'S DAUGHTERS' MEDICAL CENTER MATCHING CONTRIBUTION PLAN | ASHLAND KY | 5,058 | $180.4M | $20.7M |
| 2 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $12.7M |
| 3 | KING'S DAUGHTERS MEDICAL CENTER |
ASHLAND KY |
| 3,324 |
| $81.5M |
| $9.2M |
| 4 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $8.4M |
| 5 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $6.6M |
| 6 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $4.5M |
| 7 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $3.9M |
| 8 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $3.8M |
| 9 | TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN | FALLS CHURCH VA | 180 | $42.4M | $3.7M |
| 10 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $3.4M |
