Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds 2040 Target Date R6 N/R in their Schedule of Assets, totaling $10.9M 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 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $3.8M |
| 2 | TRAVEL NURSE ACROSS AMERICA, LLC TRAVEL NURSE ACROSS AMERICA 401(K) PLAN | NORTH LITTLE ROCK AR | 2,457 | $32.4M | $3.6M |
| 3 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN |
CHELSEA MA |
| 1,779 |
| $36.8M |
| $2.0M |
| 4 | SCHOLARSHIP AMERICA INC. SCHOLARSHIP AMERICA 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 192 | $9.6M | $905K |
| 5 | PACIFIC CRANE MAINTENANCE COMPANY, L.L.C. PACIFIC CRANE MAINTENANCE COMPANY, L.L.C. SAVINGS AND RETIREMENT PLAN | LONG BEACH CA | 140 | $42.5M | $705K |
