Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds 2010 Target Date Mutual fund in their Schedule of Assets, totaling $4.4M 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 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $1.9M |
| 2 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $1.0M |
| 3 | ALVOGEN GROUP, INC. |
NORWICH NY |
| 576 |
| $105.6M |
| $326K |
| 4 | MILLER REFRIGERATION, INC. MILLER REFRIGERATION, INC. PROFIT SHARING PLAN | BALTIMORE MD | 161 | $10.8M | $229K |
| 5 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $220K |
| 6 | FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. 401(K) SAFE HARBOR PLAN | CHESAPEAKE VA | 139 | $8.2M | $187K |
| 7 | NEIGHBORHOOD ASSOCIATION FOR INTER-CULTURAL AFFAIRS, INC. NAICA RETIREMENT PLAN | BRONX NY | 613 | $3.4M | $134K |
| 8 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $95K |
| 9 | MANITEX INTERNATIONAL INC. MANITEX INTERNATIONAL, INC. EMPLOYEES' 401(K) PLAN | BRIDGEVIEW IL | 234 | $12.2M | $54K |
| 10 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $42K |
