Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Target 2040 Fund R6 - in their Schedule of Assets, totaling $63.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALSH CONSTRUCTION COMPANY WALSH GROUP EMPLOYEES PROFIT SHARING PLAN | CHICAGO IL | 4,511 | $610.9M | $52.4M |
| 2 | AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC AMERICAN NEIGHBORHOOD MORTGAGE ACCEPTANCE CO., LLC 401(K) PLAN | MOUNT LAUREL NJ | 777 | $35.7M | $4.1M |
| 3 | SILVERADO CONTRACTORS, INC. |
EMERYVILLE CA |
| 117 |
| $23.5M |
| $2.0M |
| 4 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $1.8M |
| 5 | ITA INTERNATIONAL, LLC ITA INTERNATIONAL LLC 401(K) PLAN | YORKTOWN VA | 176 | $23.5M | $1.3M |
| 6 | DONGALEN ENTERPRISES, INC. DONGALEN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 147 | $14.7M | $1.0M |
| 7 | PLANET NINE PRIVATE AIR, LLC PLANET NINE PRIVATE AIR, LLC 401(K) PLAN | VAN NUYS CA | 100 | $7.0M | $495K |
| 8 | HINIKER COMPANY HINIKER COMPANY PROFIT SHARING RETIREMENT SAVINGS PLAN | MANKATO MN | 97 | $8.4M | $174K |
| 9 | FALCON NATIONAL BANK CENTRA VENTURES, INC. 401(K) PLAN | FOLEY MN | 120 | $13.9M | $43K |
