Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Trgtdt 2040 R6 Registered investment company in their Schedule of Assets, totaling $141.9M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $68.5M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $21.4M |
| 3 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 300 |
| $128.8M |
| $11.7M |
| 4 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $10.9M |
| 5 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $6.6M |
| 6 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK NY | 120 | $44.1M | $3.7M |
| 7 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $3.3M |
| 8 | THE VERMONT COUNTRY STORE, INC. THE VERMONT COUNTRY STORE, INC. PROFIT SHARING PLAN | MANCHESTER CENTER VT | 338 | $38.8M | $2.9M |
| 9 | ALTAMIRA MATERIAL SOLUTIONS, LP ALTAMIRA MATERIAL SOLUTIONS, LP RETIREMENT SAVINGS PLAN | HOUSTON TX | 212 | $17.0M | $2.2M |
| 10 | SICPA SECURINK CORPORATION SICPA SECURINK CORPORATION PRE-TAX SAVINGS AND RETIREMENT PLAN | SPRINGFIELD VA | 180 | $65.1M | $1.9M |
