Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2015 Target Date Fund R3 in their Schedule of Assets, totaling $225K 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 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $135K |
| 2 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN | THREE RIVERS MI | 371 | $13.7M | $55K |
| 3 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. |
ROANOKE VA |
| 242 |
| $6.1M |
| $30K |
| 4 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $5K |