Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R6 Mutual fund # in their Schedule of Assets, totaling $13.7M 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 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $3.4M |
| 2 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $3.1M |
| 3 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN |
YORK PA |
| 108 |
| $17.1M |
| $1.9M |
| 4 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 385 | $22.4M | $1.4M |
| 5 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS TX | 492 | $60.9M | $1.2M |
| 6 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $1.2M |
| 7 | ELCOR OPERATING COMPANY, LLC ELCOR OPERATING COMPANY, LLC 401(K) PLAN | HORSEHEADS NY | 348 | $10.8M | $663K |
| 8 | JEWISH FAMILY SERVICE JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN | SEATTLE WA | 107 | $9.9M | $489K |
| 9 | SNOW PARTNERS LLC SNOW PARTNERS LLC 401(K) PLAN | VERNON NJ | 309 | $3.6M | $189K |
| 10 | CALIFORNIA RURAL INDIAN HEALTH BOARD, INC. CRIHB 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 86 | $6.4M | $149K |
