Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds American Funds 2040 Target Date Retirement R6 in their Schedule of Assets, totaling $86.1M 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 | LESTER E. COX MEDICAL CENTERS COX SAVINGS INCENTIVE PLAN | SPRINGFIELD MO | 13,775 | $963.7M | $22.9M |
| 2 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $11.3M |
| 3 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN |
YORK PA |
| 3,709 |
| $197.2M |
| $10.0M |
| 4 | ACUITY, INC. ACUITY, INC. 401(K) PLAN | RESTON VA | 293 | $54.0M | $6.8M |
| 5 | THE HAIN CELESTIAL GROUP, INC. THE HAIN CELESTIAL GROUP 401(K) PLAN | HOBOKEN NJ | 959 | $98.7M | $6.6M |
| 6 | MARIANI ENTERPRISES LLC MARIANI ENTERPRISES 401(K) SAVINGS PLAN | LAKE BLUFF IL | 3,849 | $71.1M | $5.7M |
| 7 | SIERRA CIRCUITS, INC. SIERRA CIRCUITS, INC. 401(K) PLAN | SUNNYVALE CA | 417 | $30.9M | $4.3M |
| 8 | USA SWIMMING, INC. USA SWIMMING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 83 | $17.3M | $3.9M |
| 9 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH, INC. AUA DISCRETIONARY CONTRIBUTION PLAN | LINTHICUM MD | 115 | $21.5M | $2.5M |
| 10 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $1.8M |
