Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds 2015 Target Date Fund Mutual fund in their Schedule of Assets, totaling $5.0M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $935K |
| 2 | TIS INSURANCE SERVICES, INC. TIS INSURANCE SERVICES, INC. 401(K) PROFIT SHARING | KNOXVILLE TN | 90 | $21.3M | $696K |
| 3 | HALLCON CORPORATION |
LENEXA KS |
| 3,648 |
| $14.7M |
| $630K |
| 4 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 3,234 | $112.4M | $611K |
| 5 | FIRST BANK FIRST BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MCCOMB MS | 95 | $16.4M | $497K |
| 6 | PEDIATRUST, LLC PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 252 | $43.3M | $346K |
| 7 | TWIN CITY MOTORS, INC. TWIN CITY MOTORS, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | ALCOA TN | 254 | $21.3M | $309K |
| 8 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $177K |
| 9 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $146K |
| 10 | THE KINCAID GROUP THE KINCAID GROUP RETIREMENT PLAN | SHAWNEE KS | 167 | $6.1M | $113K |
