Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Target Date Retirement 2040 R6 in their Schedule of Assets, totaling $7.6M 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 | A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON OH | 135 | $32.0M | $3.8M |
| 2 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $906K |
| 3 | MICHAEL SULLIVAN & ASSOCIATES |
FULLERTON CA |
| 244 |
| $16.7M |
| $749K |
| 4 | NHP INNOVATIONS, LLC MERCOLA GROUP OF COMPANIES 401(K) PLAN | CAPE CORAL FL | 138 | $6.2M | $738K |
| 5 | FABBRICA, LLC FABBRICA, LLC 401(K) PLAN | WINDSOR CT | 98 | $10.7M | $596K |
| 6 | FOGLE'S, INC. FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN | NEESES SC | 339 | $7.4M | $334K |
| 7 | HIRSCH ELECTRIC, LLC. HIRSCH ELECTRIC, LLC. 401 K PROFIT SHARING PLAN | BALTIMORE MD | 120 | $8.8M | $311K |
| 8 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $212K |
