Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date Ret 2040 R6 in their Schedule of Assets, totaling $28.7M 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 | WESLEYAN UNIVERSITY WESLEYAN UNIVERSITY RETIREMENT PLAN | MIDDLETOWN CT | 1,866 | $688.1M | $28.3M |
| 2 | GAMING CAPITAL GROUP LLC GAMING CAPITAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEWCASTLE OK | 328 | $21.6M | $210K |
| 3 | ALEXANDER THOMPSON ARNOLD PLLC |
UNION CITY TN |
| 273 |
| $23.5M |
| $174K |
