Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds 2015 Target Date Fund R6 Mutual fund in their Schedule of Assets, totaling $5.4M 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $1.9M |
| 2 | MIAMI NATION ENTERPRISES MIAMI NATION ENTERPRISES 401(K) PROFIT SHARING PLAN | MIAMI OK | 559 | $15.4M | $366K |
| 3 | PRECISION DRILLING (US) CORPORATION |
HOUSTON TX |
| 1,290 |
| $86.1M |
| $364K |
| 4 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $320K |
| 5 | UNITED BUILT HOMES, LLC UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 145 | $27.1M | $293K |
| 6 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $290K |
| 7 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $249K |
| 8 | OMH HEALTHEDGE HOLDINGS, INC. OMH HEALTHEDGE HOLDINGS, INC. 401(K) PLAN | BOCA RATON FL | 1,281 | $35.6M | $241K |
| 9 | HIMAGINE SOLUTIONS, INC. HIMAGINE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 1,278 | $19.2M | $239K |
| 10 | MITCHELL GROCERY CORPORATION MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN | ALBERTVILLE AL | 888 | $23.8M | $212K |
