Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Funds 2040 Target Date R6 - in their Schedule of Assets, totaling $29.4M 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 | MCKENNEY'S, INC. MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,764 | $129.3M | $7.6M |
| 2 | WILSON DOW GROUP, INC. WILSON DOW GROUP, INC. PROFIT SHARING PLAN | CHICAGO IL | 105 | $19.5M | $3.3M |
| 3 | WESTRIDGE SCHOOL FOR GIRLS, INC. |
PASADENA CA |
| 149 |
| $48.0M |
| $3.1M |
| 4 | VERSABILITY RESOURCES, INC. VERSABILITY RESOURCES, INC. 401K PLAN | HAMPTON VA | 682 | $18.8M | $2.4M |
| 5 | AMERICAN CLEAN POWER ASSOCIATION ACPA 401(K) RETIREMENT PLAN | WASHINGTON DC | 153 | $22.1M | $1.9M |
| 6 | BURGESS INFORMATION SYSTEMS INC. BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST | GAINESVILLE GA | 280 | $24.8M | $1.8M |
| 7 | THE STATE GROUP INDUSTRIAL USA LIMITED THE STATE GROUP INDUSTRIAL (USA) LIMITED 401(K) PLAN | EVANSVILLE IN | 235 | $16.2M | $1.6M |
| 8 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $1.4M |
| 9 | MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG PA | 262 | $19.7M | $1.3M |
| 10 | FOCUS OPERATING, LLC FOCUS OPERATING, LLC 401(K) RETIREMENT PLAN | NEW HYDE PARK NY | 102 | $32.3M | $1.0M |
