Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2010 Target Date Ret Fund Mutual fund in their Schedule of Assets, totaling $289K 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 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $178K |
| 2 | ZESTFINANCE, INC. D/B/A ZEST AI ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST | BURBANK CA | 135 | $16.2M | $85K |
| 3 | VERTEX EDUCATION, LLC |
CHANDLER AZ |
| 268 |
| $12.9M |
| $27K |
