Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds 2010 Target Date Fund Mutual fund in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $3.3M |
| 2 | TWIN CITY MOTORS, INC. TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | ALCOA TN | 254 | $21.3M | $876K |
| 3 | CLEAR MOUNTAIN BANK, INC. |
BRUCETON MILLS WV |
| 148 |
| $16.2M |
| $869K |
| 4 | PEDIATRUST, LLC PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 252 | $43.3M | $832K |
| 5 | DECATUR MOLD TOOL & ENGINEERING, INC. DECATUR MOLD RETIREMENT PLAN | NORTH VERNON IN | 145 | $11.6M | $716K |
| 6 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HOUSTON TX | 158 | $34.7M | $449K |
| 7 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $366K |
| 8 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN | PLEASANTON CA | 3,977 | $460.9M | $309K |
| 9 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 3,234 | $112.4M | $306K |
| 10 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $204K |
