Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Date Retire R6 in their Schedule of Assets, totaling $5.8M 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 | WSRP, LLC WSRP, LLC 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 96 | $10.0M | $2.1M |
| 2 | TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN I.B.E.W. LOCAL NO. 106 ANNUITY PLAN | JAMESTOWN NY | 165 | $29.8M | $2.0M |
| 3 | YELLOWSTONE BOYS AND GIRLS RANCH YELLOWSTONE BOYS AND GIRLS RANCH RETIREMENT PLAN |
BILLINGS MT |
| 202 |
| $5.9M |
| $711K |
| 4 | JSERRA CATHOLIC HIGH SCHOOL JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO CA | 212 | $8.8M | $697K |
| 5 | FREDERICKSBURG CHRISTIAN EDUCATIONAL SERVICES, INC. FREDERICKSBURG CHRISTIAN SCHOOL 401(K) PLAN | FREDERICKSBURG VA | 171 | $5.4M | $348K |
