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 Retirement Fund Class R6 Registered investment company in their Schedule of Assets, totaling $2.7M 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 | BENTLEY MILLS, INC. BENTLEY 401(K) PLAN | INDUSTRY CA | 392 | $32.9M | $2.3M |
| 2 | SATELLITE HEALTHCARE, INC. SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN | SAN JOSE CA | 2,032 | $230.0M | $300K |
| 3 | WHITELEY TECHCNICAL SERVICES, LLC WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN |
BEAUMONT TX |
| 252 |
| $4.7M |
| $93K |
