Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding 2015 Target Date Retirement Fund Mutual fund in their Schedule of Assets, totaling $686K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILSON LUMBER COMPANY, INC. WILSON LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 379 | $16.7M | $270K |
| 2 | HIGHLAND TANK, LLC HIGHLAND TANK, LLC 401(K) PLAN | STOYSTOWN PA | 360 | $42.9M | $175K |
| 3 | HIGHLAND TANK AND MANUFACTURING COMPANY HIGHLAND TANK RETIREMENT PLAN |
STOYSTOWN PA |
| 365 |
| $38.2M |
| $158K |
| 4 | A PLACE FOR MOM, INC. A PLACE FOR MOM, INC. 401(K) PLAN | OVERLAND PARK KS | 915 | $50.7M | $74K |
| 5 | CONNECTIVITY POINT DESIGN & INSTALLATION, LLC CONNECTIVITY POINT 401(K) PLAN | AUBURN ME | 171 | $8.8M | $9K |