Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Trgt Date 2040 R6 in their Schedule of Assets, totaling $9.1M 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 | MANSFIELD OIL COMPANY OF GAINESVILLE, INC. MANSFIELD OIL COMPANY OF GAINESVILLE 401(K) PLAN | GAINESVILLE GA | 949 | $52.5M | $4.5M |
| 2 | IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN | LEXINGTON PARK MD | 276 | $24.7M | $2.3M |
| 3 | SAFEGUARD US HOLDCO INC. |
HUNTERSVILLE NC |
| 167 |
| $5.8M |
| $859K |
| 4 | NAPROTEK, LLC NAPROTEK, LLC 401(K) PLAN | SAN JOSE CA | 221 | $12.9M | $814K |
| 5 | ALLIED STONE, INC. ALLIED STONE, INC. 401(K) PLAN | DALLAS TX | 809 | $5.3M | $665K |
