Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Trgt Date Ret 2040 R6 ** in their Schedule of Assets, totaling $17.1M 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 | MUSCULAR DYSTROPHY ASSOCIATION, INC. MUSCULAR DYSTROPHY ASSOCIATION, INC. SAVINGS PLAN | CHICAGO IL | 287 | $23.3M | $2.9M |
| 2 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $2.6M |
| 3 | OUR SUNDAY VISITOR, INC. |
HUNTINGTON IN |
| 347 |
| $16.3M |
| $2.3M |
| 4 | PELICAN STATE CREDIT UNION PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN | BATON ROUGE LA | 302 | $25.4M | $2.0M |
| 5 | GRAVITY PAYMENTS, INC. GRAVITY PAYMENTS 401(K) PLAN | BOISE ID | 205 | $15.7M | $1.4M |
| 6 | INTERNATIONAL INFORMATION SYSTEM SECURITY CERTIFICATION CONSORTIUM,INC IISSCC, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 206 | $18.9M | $1.3M |
| 7 | GRAND RIVER ASEPTIC MANUFACTURING INC. GRAND RIVER ASEPTIC MANUFACTURING INC. 401(K) PLAN | GRAND RAPIDS MI | 425 | $21.1M | $1.2M |
| 8 | COUNTY SERVICES, INC. COUNTY SERVICES, INC. 401(K) PLAN | PLAINVIEW TX | 96 | $5.1M | $711K |
| 9 | INDUSTRIAL ACCESSORIES COMPANY INDUSTRIAL ACCESSORIES COMPANY 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 319 | $13.9M | $562K |
| 10 | X TECHNOLOGIES, INC. X TECHNOLOGIES, INC. 401(K) PLAN | SAN ANTONIO TX | 112 | $11.8M | $527K |
