Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Target Date Retirement 2040 R6 - in their Schedule of Assets, totaling $41.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $7.9M |
| 2 | STRATEGIC VALUE PARTNERS, LLC STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | GREENWICH CT | 161 | $34.5M | $5.6M |
| 3 | CALFRAC WELL SERVICES CORP. |
DENVER CO |
| 733 |
| $50.6M |
| $4.5M |
| 4 | CIT TRUCKS, LLC CIT TRUCKS RETIREMENT READINESS PLAN | NORMAL IL | 893 | $56.5M | $4.2M |
| 5 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $2.2M |
| 6 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $2.1M |
| 7 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $2.0M |
| 8 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $1.8M |
| 9 | WEST DEVELOPMENT LLC WEST DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | CARLSBAD CA | 237 | $8.8M | $1.7M |
| 10 | SPRINTER SERVICES, INC. SPRINTER SERVICES, INC. 401(K) PLAN | GRANDVILLE MI | 255 | $11.5M | $1.5M |
