Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds 2015 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $3.1M 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 | RUSMUR FLOORS INC RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST | BRIDGEVILLE PA | 144 | $14.4M | $629K |
| 2 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $621K |
| 3 | MULLER MARTINI CORP. |
HAUPPAUGE NY |
| 117 |
| $57.2M |
| $560K |
| 4 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $362K |
| 5 | COMBINED RESOURCES, LLC LAKEVIEW HEALTH HOLDINGS, INC 401K PLAN | DEERFIELD BEACH FL | 268 | $9.6M | $276K |
| 6 | CTCI AMERICAS, INC. CTCI AMERICAS 401(K) PLAN | HOUSTON TX | 57 | $6.8M | $99K |
| 7 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $97K |
| 8 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $81K |
| 9 | SUPERIOR FORGE & STEEL CORPORATION SUPERIOR FORGE & STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | LIMA OH | 197 | $27.4M | $73K |
| 10 | CREDIT UNION OF DENVER CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN | LAKEWOOD CO | 164 | $13.7M | $70K |
