Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2015 Target Date Fund Registered Investment Company in their Schedule of Assets, totaling $139K 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 | WALDORF FORD, INC. WALDORF FORD, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WALDORF MD | 874 | $34.2M | $66K |
| 2 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $54K |
| 3 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA |
SANTA ANA CA |
| 1,574 |
| $31.6M |
| $11K |
| 4 | THE INTEGRAL GROUP, LLC THE INTEGRAL GROUP, LLC 401(K) PLAN | ATLANTA GA | 221 | $10.6M | $8K |
