Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds 2010 Target Date Retirement Fund® Class R-6 Mutual Fund in their Schedule of Assets, totaling $14.0M 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 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $6.3M |
| 2 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $2.7M |
| 3 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN |
FREDRICKTOWN OH |
| 2,431 |
| $236.0M |
| $1.4M |
| 4 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $1.1M |
| 5 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $1.1M |
| 6 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $260K |
| 7 | CELTRA TECHNOLOGIES, INC. CELTRA 401(K) PLAN | MANSFIELD MA | 47 | $9.7M | $248K |
| 8 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $130K |
| 9 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $121K |
| 10 | NAVIGATOR DEVELOPMENT GROUP, INC. NAVIGATOR DEVELOPMENT GROUP, INC. 401K PLAN | ENTERPRISE AL | 152 | $9.3M | $102K |