Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Fds 2035 Tar Ret R6 Registered investment company in their Schedule of Assets, totaling $5.0M 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 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $2.9M |
| 2 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART THE COOPER UNION DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 332 | $155.7M | $2.1M |
