Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Date Retire R6 - in their Schedule of Assets, totaling $210.7M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $54.5M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $15.0M |
| 3 | GRANITE TELECOMMUNICATIONS, LLC |
QUINCY MA |
| 1,979 |
| $198.4M |
| $14.8M |
| 4 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $8.9M |
| 5 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $7.1M |
| 6 | ANSIRA PARTNERS II, LLC ANSIRA PARTNERS, INC. 401(K) PLAN | ST LOUIS MO | 533 | $75.7M | $7.0M |
| 7 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $6.4M |
| 8 | SOAVE ENTERPRISES, LLC SOAVE ENTERPRISES L.L.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | DETROIT MI | 1,047 | $58.1M | $5.4M |
| 9 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $4.6M |
| 10 | METAL POWDER PRODUCTS, LLC METAL POWDER PRODUCTS 401(K) PLAN | NOBLESVILLE IN | 529 | $29.9M | $4.4M |
