Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Date 2040 R6 Registered investment company in their Schedule of Assets, totaling $28.5M 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 | THE OREGON CLINIC, P.C. THE OREGON CLINIC, P.C. RETIREMENT PLAN | PORTLAND OR | 1,334 | $360.0M | $19.9M |
| 2 | CONSENSUS CLOUD SERVICES LLC CONSENSUS RETIREMENT PLAN | LOS ANGELES CA | 401 | $44.5M | $4.3M |
| 3 | SELECTRANSPORTATION RESOURCES, L.L.C. SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 540 |
| $45.2M |
| $2.4M |
| 4 | WARREN PAVING, INC. WARREN PAVING, INC. 401(K) PROFIT SHARING PLAN | HATTIESBURG MS | 298 | $11.5M | $1.5M |
| 5 | CONCEPT LABORATORIES, INC. CONCEPT LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 119 | $3.5M | $447K |
