Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R6 Registered Investment Company in their Schedule of Assets, totaling $8.1M 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 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $1.2M |
| 2 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 102 | $15.1M | $1.1M |
| 3 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN |
LYNNWOOD WA |
| 92 |
| $12.6M |
| $997K |
| 4 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $971K |
| 5 | SCHUCHART CORPORATION SCHUCHART CORPORATION 401(K) PLAN | SEATTLE WA | 77 | $17.3M | $769K |
| 6 | COMPASS CONSTRUCTION MANAGEMENT COMPASS CONSTRUCTION 401(K) PLAN | KIRKLAND WA | 128 | $10.5M | $745K |
| 7 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC LAKESIDE CAPITAL GROUP MANAGEMENT, LLC 401(K) PLAN | COEUR DALENE ID | 216 | $8.1M | $689K |
| 8 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $630K |
| 9 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 112 | $11.0M | $568K |
| 10 | PLYMOUTH POULTRY COMPANY PLYMOUTH POULTRY COMPANY RETIREMENT PLAN | AUBURN WA | 262 | $22.5M | $434K |
