Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $58.1M 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 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 405 | $131.6M | $12.8M |
| 2 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $10.7M |
| 3 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST |
PLANO TX |
| 420 |
| $127.5M |
| $7.3M |
| 4 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $3.8M |
| 5 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $3.7M |
| 6 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $2.9M |
| 7 | ZYMEWORKS BIOPHARMACEUTICALS INC. ZYMEWORKS BIOPHARMACEUTICALS 401(K) PLAN | — | 76 | $12.2M | $2.7M |
| 8 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) AMPERSAND 401(K) PLAN | NEW YORK NY | 529 | $178.7M | $2.5M |
| 9 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $2.1M |
| 10 | PRIMECARE COMMUNITY HEALTH, INC. PRIMECARE COMMUNITY HEALTH, INC. EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 240 | $9.3M | $1.8M |
