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 R6 Mutual fund * in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $941K |
| 2 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $760K |
| 3 | LAWRENCE ACADEMY |
GROTON MA |
| 126 |
| $35.3M |
| $311K |
| 4 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 462 | $57.1M | $258K |
| 5 | CAMPARI AMERICA CAMPARI AMERICA 401K RETIREMENT PLAN | NEW YORK NY | 580 | $97.9M | $70K |
| 6 | GIRL SCOUTS OF EASTERN MASSACHUSETTS, INC. GSEM RETIREMENT SAVINGS PLAN | WALTHAM MA | 81 | $6.7M | $45K |
| 7 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN | PETALUMA CA | 424 | $58.0M | $25K |
| 8 | MIDDLE EAST BAKERY, INC. JOSEPH'S BAKERY 401(K) RETIREMENT PLAN | LAWRENCE MA | 260 | $1.1M | $6K |
