Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding American Funds 2010 Target Date Retirement Fund ® Mutual Fund in their Schedule of Assets, totaling $18.9M 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 | RELEVANT SOLUTIONS LLC RELEVANT INDUSTRIAL 401(K) PLAN | HOUSTON TX | 534 | $49.4M | $4.8M |
| 2 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $3.3M |
| 3 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN |
CARROLLTON TX |
| 9,593 |
| $169.6M |
| $988K |
| 4 | SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP SCOI PROFIT SHARING PLAN | VAN NUYS CA | 158 | $26.5M | $986K |
| 5 | INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC 401(K) PLAN | WEST COLUMBIA SC | 535 | $56.0M | $709K |
| 6 | ROHRER CORPORATION ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST | WADSWORTH OH | 705 | $75.4M | $652K |
| 7 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $596K |
| 8 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $512K |
| 9 | REVOLUTION SUSTAINABLE SOLUTIONS LLC REVOLUTION 401(K) PLAN | LITTLE ROCK AR | 1,409 | $39.4M | $426K |
| 10 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $390K |
