Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Fund 2035 Target Date Fund Mutual Fund - in their Schedule of Assets, totaling $1.3M 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 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $1.1M |
| 2 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $198K |
