Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2015 Target Date Fund R4 " in their Schedule of Assets, totaling $534K 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 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 201 | $49.9M | $108K |
| 2 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $79K |
| 3 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN |
SANFORD FL |
| 0 |
| $40.0M |
| $73K |
| 4 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $68K |
| 5 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN | YAKIMA WA | 1,930 | $46.9M | $64K |
| 6 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $46K |
| 7 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN | HUNTERSVILLE NC | 144 | $38.3M | $39K |
| 8 | MCFARLAND-JOHNSON, INC. MCFARLAND-JOHNSON, INC. SAVINGS PLAN | BINGHAMTON NY | 211 | $38.6M | $28K |
| 9 | STAR PLASTICS MANUFACTURING GORUP LLC STAR PLASTICS MANUFACTURING GROUP LLC 401(K) PLAN | MILLWOOD WV | 148 | $8.7M | $23K |
| 10 | KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN MA | 180 | $26.9M | $4K |
