Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Retirement Fund, Class R6 in their Schedule of Assets, totaling $94.1M 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 | RIOT GAMES RIOT GAMES 401(K) PLAN | LOS ANGELES CA | 3,345 | $676.2M | $39.0M |
| 2 | DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS TX | 863 | $155.2M | $16.2M |
| 3 | COLORADO ROCKIES BASEBALL CLUB, LTD. COLORADO ROCKIES 401(K) SAVINGS AND INVESTMENT PLAN |
DENVER CO |
| 569 |
| $59.9M |
| $6.9M |
| 4 | BRADY SERVICES HOLDINGS, INC. BRADY SERVICES HOLDINGS, INC. | GREENSBORO NC | 532 | $63.2M | $5.6M |
| 5 | THE BERNICK COMPANIES THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 668 | $64.3M | $5.0M |
| 6 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $4.0M |
| 7 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $3.2M |
| 8 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $2.7M |
| 9 | OPPORTUNITY INTERNATIONAL, INC OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM | CHICAGO IL | 67 | $20.8M | $2.7M |
| 10 | WILLOWWOOD GLOBAL, LLC WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN | MT. STERLING OH | 174 | $23.2M | $2.4M |
