Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds Trgt Date Ret 2040 R6 {+} in their Schedule of Assets, totaling $10.7M 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 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $2.5M |
| 2 | MSC SERVICES, LLC MSC SERVICES 401(K) PLAN | COLORADO SPRINGS CO | 443 | $22.5M | $2.3M |
| 3 | DSS ADMINISTRATIVE GROUP, INC. DSS ADMINISTRATIVE GROUP, INC. 401(K) PLAN |
WEST HENRIETTA NY |
| 90 |
| $7.0M |
| $825K |
| 4 | NEWPORT GROUP, INC. RFG POOLED EMPLOYER PLAN | FOLSOM CA | 273 | $9.6M | $707K |
| 5 | SOURCE ENERGY SERVICES US LP SOURCE GROUP 401(K) PLAN | EAU CLAIRE WI | 184 | $7.5M | $666K |
| 6 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT IL | 94 | $15.3M | $609K |
| 7 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 310 | $9.2M | $599K |
| 8 | BOYS & GIRLS CLUBS OF CHICAGO BOYS & GIRLS CLUBS OF CHICAGO 401(K) PLAN | CHICAGO IL | 396 | $4.8M | $533K |
| 9 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA CA | 369 | $24.9M | $478K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 136 | $7.0M | $411K |
