Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2010 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $663K |
| 2 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $512K |
| 3 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 1,419 |
| $52.8M |
| $319K |
| 4 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $48K |
| 5 | MARK III CONSTRUCTION, INC. MARK III CONSTRUCTION, INC. 401(K) PLAN | SACRAMENTO CA | 279 | $10.6M | $38K |
| 6 | HOSSLEY HOLDINGS, INC. HOSSLEY LIGHTING AND POWER SOLUTIONS 401(K) PROFIT SHARING PLAN | DALLAS TX | 85 | $7.1M | $22K |
| 7 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $12K |
| 8 | SYSTEMS PLUS INC SYSTEMS PLUS INC 401K PROFIT SHARING PLAN | ROCKVILLE MD | 138 | $9.5M | $6K |
| 9 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $4K |
