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 Retirement 2040 R6 Fund Mutual fund in their Schedule of Assets, totaling $16.9M 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 | VT SERVICES INC. VT GROUP U.S. RETIREMENT PLAN | CHANTILLY VA | 1,336 | $176.0M | $9.3M |
| 2 | TNS INC TNS 401(K) RETIREMENT SAVINGS PLAN | RESTON VA | 571 | $145.9M | $3.6M |
| 3 | SOUTHWESTERN HEALTHCARE, INC. SOUTHWESTERN HEALTHCARE, INC. RETIREMENT PLAN |
EVANSVILLE IN |
| 398 |
| $23.1M |
| $2.4M |
| 4 | MDW ASSOCIATES, LLC MDW ASSOCIATES 401(K) PLAN | TYSONS VA | 228 | $18.8M | $1.3M |
| 5 | TRI-STATE FOREST PRODUCTS, INC. TRI-STATE FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OH | 196 | $14.5M | $398K |
