Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fds 2015 Tar Ret R6 in their Schedule of Assets, totaling $601K 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 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $352K |
| 2 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTERTOWN MD | 519 | $103.7M | $212K |
| 3 | THE NEW HAMPTON SCHOOL NEW HAMPTON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN |
NEW HAMPTON NH |
| 156 |
| $21.7M |
| $37K |
