Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2015 Target Date Fund R4 Mutual fund in their Schedule of Assets, totaling $857K 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 | AMERICAN PAYROLL SERVICE LLC AMERICAN PAYROLL SERVICE 401(K) RETIREMENT PLAN | MAYFIELD HEIGHTS OH | 125 | $7.1M | $515K |
| 2 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $101K |
| 3 | NEFCO HOLDING COMPANY LLC |
EAST HARTFORD CT |
| 1,102 |
| $34.2M |
| $91K |
| 4 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $82K |
| 5 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $65K |
| 6 | ASC PROCESS SYSTEM, INC. ASC PROCESS SYSTEM, INC. 401(K) PLAN | VALENCIA CA | 253 | $20.8M | $3K |
