Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 173 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R6 American Funds 0 in their Schedule of Assets, totaling $169.8M 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 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $6.3M |
| 2 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $4.8M |
| 3 | PANKL HOLDINGS, INC. PANKL HOLDINGS INC & AFFILIATED EMPLOYER 401(K) PLAN |
IRVINE CA |
| 240 |
| $18.0M |
| $4.6M |
| 4 | THLP CO., LLC THLP CO., LLC 401(K) PLAN | CONESTOGA PA | 745 | $42.3M | $3.5M |
| 5 | WOODHOUSE FORD, INC. WOODHOUSE AUTO FAMILY 401(K) PLAN | OMAHA NE | 1,396 | $95.7M | $3.5M |
| 6 | HIGHLINE GRAIN GROWERS, INC HIGHLINE GRAIN GROWERS, INC. 401(K) PLAN | WATERVILLE WA | 97 | $22.6M | $3.2M |
| 7 | ELKUS MANFREDI ARCHITECTS LTD. ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN | BOSTON MA | 153 | $53.0M | $3.2M |
| 8 | ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON OH | 1,792 | $47.6M | $3.1M |
| 9 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $3.0M |
| 10 | BETTIS ASPHALT & CONSTRUCTION,INC BETTIS ASPHALT & CONSTRUCTION INC 401(K) AND PROFIT SHARING PLAN | TOPEKA KS | 271 | $16.1M | $2.8M |
