Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $73.4M 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 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $9.2M |
| 2 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $7.7M |
| 3 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN |
FORT WORTH TX |
| 1,377 |
| $92.3M |
| $7.5M |
| 4 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $6.8M |
| 5 | FAIRWINDS CREDIT UNION FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN | ORLANDO FL | 595 | $91.2M | $6.7M |
| 6 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $5.2M |
| 7 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $4.1M |
| 8 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $3.7M |
| 9 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $3.4M |
| 10 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $2.8M |
