Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R4 American Funds 0 in their Schedule of Assets, totaling $13.6M 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 | GREENLEAF CORPORATION GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN | SAEGERTOWN PA | 292 | $56.6M | $2.4M |
| 2 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $1.6M |
| 3 | RADIUS GLOBAL MARKETING RESEARCH LLC |
NEW YORK NY |
| 215 |
| $21.5M |
| $1.4M |
| 4 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $1.1M |
| 5 | UNITED HOMES GROUP, INC. UNITED HOMES GROUP 401(K) PLAN | CHAPIN SC | 192 | $6.1M | $1.0M |
| 6 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $904K |
| 7 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $874K |
| 8 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $822K |
| 9 | ENGINEERED MEDICAL SYSTEMS, INC. EMS 401(K) PLAN | INDIANAPOLIS IN | 198 | $4.9M | $611K |
| 10 | PARADISE CRUISE, LTD. PARADISE CRUISE 401(K) PROFIT SHARING PLAN AND TRUST | HONOLULU HI | 170 | $8.5M | $584K |
