Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2010 Target Date Retirement Mutual fund in their Schedule of Assets, totaling $2.5M 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 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $785K |
| 2 | TA OPERATING LLC TA OPERATING LLC 401(K) SAVINGS PLAN | WESTLAKE OH | 15,096 | $183.5M | $621K |
| 3 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN |
MARYSVILLE WA |
| 515 |
| $20.0M |
| $521K |
| 4 | MAZAK OPTONICS CORPORATION MAZAK OPTONICS CORPORATION 401(K) PLAN | ELGIN IL | 125 | $18.9M | $356K |
| 5 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $104K |
| 6 | SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY SFMC 401(K) PLAN | PLANO TX | 303 | $21.7M | $103K |
| 7 | GLOBALVCARD LLC GLOBALVCARD LLC 401K PLAN | BONITA SPRINGS FL | 183 | $8.7M | $12K |
| 8 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN | PISCATAWAY NJ | 623 | $123.9M | $2K |
