Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds Target Date 2040 R6 - in their Schedule of Assets, totaling $103.4M 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 | PUBLIC BROADCASTING SERVICE PUBLIC BROADCASTING SERVICE DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 652 | $264.3M | $19.1M |
| 2 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $15.8M |
| 3 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. |
LOUISVILLE KY |
| 3,232 |
| $161.0M |
| $14.7M |
| 4 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $14.1M |
| 5 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $13.1M |
| 6 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $8.2M |
| 7 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $4.0M |
| 8 | MICRO-TRONICS, INC. MICRO-TRONICS, INC. PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 110 | $14.4M | $3.0M |
| 9 | THE OHIO AUTOMOBILE CLUB THE OHIO AUTOMOBILE CLUB EMPLOYEE SAVINGS PLAN | WORTHINGTON OH | 436 | $34.3M | $2.4M |
| 10 | CONSOLIDATED SAFETY SERVICES, INC. CSS-DYNAMAC 401(K) PLAN | FAIRFAX VA | 320 | $48.8M | $2.0M |
