Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds 2015 Target Date Fund ....................................... in their Schedule of Assets, totaling $11.9M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $3.9M |
| 2 | CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD MN | 419 | $26.9M | $1.5M |
| 3 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN |
WESTFIELD WI |
| 2,081 |
| $117.7M |
| $1.1M |
| 4 | HUTCHINSON & BLOODGOOD, LLP HUTCHINSON & BLOODGOOD, LLP 401(K) PROFIT SHARING PLAN | GLENDALE CA | 186 | $57.8M | $639K |
| 5 | MCGUIRE MANAGEMENT GROUP, LLC MCGUIRE MANAGEMENT GROUP 401(K) PLAN | PENSACOLA FL | 149 | $8.5M | $580K |
| 6 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $531K |
| 7 | POTTS WELDING & BOILER REPAIR CO., INC. POTTS WELDING & BOILER REPAIR CO., INC. EMPLOYEE SAVINGS PLAN | NEWARK DE | 93 | $19.8M | $479K |
| 8 | BORDINE NURSERY LTD BORDINE NURSERY, LTD 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER HILLS MI | 194 | $7.4M | $385K |
| 9 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $335K |
| 10 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $315K |
