Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds American Funds 2040 Trgt Dt Ret R6 # in their Schedule of Assets, totaling $220.7M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $113.0M |
| 2 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $34.0M |
| 3 | MARINER FINANCE, LLC |
NOTTINGHAM MD |
| 2,269 |
| $112.7M |
| $11.1M |
| 4 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $8.0M |
| 5 | COUSHATTA TRIBE OF LOUISIANA COUSHATTA TRIBE 401(K) SAVINGS PLAN | ELTON LA | 1,592 | $61.1M | $6.5M |
| 6 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $5.3M |
| 7 | SAGE AUTOMOTIVE INTERIORS, INC. SAGE AUTOMOTIVE INTERIORS, INC. 401(K) PLAN | GREENVILLE SC | 956 | $72.1M | $4.7M |
| 8 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $4.0M |
| 9 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $3.4M |
| 10 | REDWOOD MANAGEMENT, LLC REDWOOD PARTNERS RETIREMENT PLAN | MEMPHIS TN | 1,311 | $27.8M | $3.4M |
