Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Fds Trgt Date Ret 2035 R6 Registered Investment Company in their Schedule of Assets, totaling $4.5M 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 | SCHUCHART CORPORATION SCHUCHART CORPORATION 401(K) PLAN | SEATTLE WA | 77 | $17.3M | $1.5M |
| 2 | PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON CA | 120 | $24.3M | $1.3M |
| 3 | PLYMOUTH POULTRY COMPANY PLYMOUTH POULTRY COMPANY RETIREMENT PLAN |
AUBURN WA |
| 262 |
| $22.5M |
| $1.0M |
| 4 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC LAKESIDE CAPITAL GROUP MANAGEMENT, LLC 401(K) PLAN | COEUR DALENE ID | 216 | $8.1M | $380K |
| 5 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $220K |
