Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2010 Target Date Fund R4 Mutual fund in their Schedule of Assets, totaling $980K 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 | AMERICAN PAYROLL SERVICE LLC AMERICAN PAYROLL SERVICE 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 125 | $7.1M | $318K |
| 2 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $167K |
| 3 | WHIDBEY TELEPHONE COMPANY |
LANGLEY WA |
| 89 |
| $14.4M |
| $158K |
| 4 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN | EAST HARTFORD CT | 1,102 | $34.2M | $112K |
| 5 | WILSON FARM, INC. WILSON FARM PROFIT SHARING AND 401(K) SAVINGS PLAN | LEXINGTON MA | 134 | $21.8M | $100K |
| 6 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $57K |
| 7 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $35K |
| 8 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $24K |
| 9 | ASC PROCESS SYSTEM, INC. ASC PROCESS SYSTEM, INC. 401(K) PLAN | VALENCIA CA | 253 | $20.8M | $8K |
| 10 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $2K |
