Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2015 Target Date Fund R5 Mutual Fund in their Schedule of Assets, totaling $373K 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 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN | RICHARDSON TX | 1,503 | $187.2M | $248K |
| 2 | WEST PAK AVOCADO, INC. WEST PAK AVOCADO, INC. PROFIT SHARING PLAN | MURRIETA CA | 151 | $13.2M | $84K |
| 3 | FIRST EXPRESS, INC. FIRST EXPRESS 401(K) PLAN |
NASHVILLE TN |
| 90 |
| $4.7M |
| $40K |
