Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2015 Target Date Fund R6 Registered investment company in their Schedule of Assets, totaling $4.3M 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 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $2.6M |
| 2 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $611K |
| 3 | SAN DIEGO HUMANE SOCIETY S.P.C.A. |
SAN DIEGO CA |
| 696 |
| $28.6M |
| $436K |
| 4 | SPRIG ELECTRIC SPRIG ELECTRIC 401(K) PLAN | SAN JOSE CA | 152 | $24.6M | $392K |
| 5 | FIVE STAR FOOD SERVICE, INC. FIVE STAR FOOD SERVICE, INC. 401(K) EMPLOYEES' SAVINGS PLAN | CHATTANOOGA TN | 1,886 | $38.8M | $170K |
| 6 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $102K |
| 7 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $52K |
| 8 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $16K |
