Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Dt Ret R6 N/R in their Schedule of Assets, totaling $34.2M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $27.4M |
| 2 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS 401(K) SAVINGS PLAN | OAK BROOK IL | 332 | $50.5M | $3.8M |
| 3 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN |
HARTSVILLE SC |
| 980 |
| $17.4M |
| $942K |
| 4 | NOVOLEX HOLDINGS, LLC NOVOLEX AE 401(K) PLAN | HARTSVILLE SC | 353 | $20.2M | $921K |
| 5 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ | 389 | $7.7M | $653K |
| 6 | EASTERN SMILES OPCO, LLC EASTERN SMILES 401(K) PLAN | EDISON NJ | 390 | $6.8M | $525K |
