Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds 2010 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $783K |
| 2 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $533K |
| 3 | LUMICOR INC LUMICOR INC 401(K) PLAN |
RENTON WA |
| 70 |
| $2.9M |
| $343K |
| 4 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $121K |
| 5 | PHYSICIANS HEALTH PLAN OF NORTHERN PHPNI RETIREMENT PLAN | FORT WAYNE IN | 146 | $24.2M | $93K |
| 6 | RJ LEE GROUP, INC. RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN | MONROEVILLE PA | 173 | $19.9M | $74K |
| 7 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $64K |
| 8 | WEITZMAN MANAGEMENT CORPORATION W. C. A. EMPLOYEES 401K SALARY DEFERRAL SAVINGS | DALLAS TX | 162 | $19.4M | $62K |
| 9 | JOHN NALBACH ENGINEERING CO., INC. NALBACH COMPANIES, ET. AL. PROFIT SHARING 401K | COUNTRYSIDE IL | 217 | $11.4M | $59K |
| 10 | COMBINED RESOURCES, LLC LAKEVIEW HEALTH HOLDINGS, INC 401K PLAN | DEERFIELD BEACH FL | 268 | $9.6M | $38K |
