Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American 2015 Target Retirement R5 Mutual Fund in their Schedule of Assets, totaling $31K 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 | PYA, P.C. PYA, P.C. 401K PLAN | KNOXVILLE TN | 211 | $40.0M | $31K |