Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds 2015 Target Date Retire R6 Mutual fund in their Schedule of Assets, totaling $4.7M 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 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $1.4M |
| 2 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $615K |
| 3 | KASON INDUSTRIES, INC. KASON INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN |
NEWNAN GA |
| 252 |
| $25.3M |
| $589K |
| 4 | PDS ADMINISTRATION COMPANY, INC. PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN | DUBLIN OH | 200 | $13.6M | $518K |
| 5 | CONTINUUM HEALTH SERVICES, INC. CONTINUUM HEALTH SERVICES, INC. 401(K) PLAN | AUBURN ME | 103 | $12.2M | $315K |
| 6 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $274K |
| 7 | ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER FL | 677 | $54.4M | $198K |
| 8 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $167K |
| 9 | AMZ MANUFACTURING CORPORATION AMZ MANUFACTURING CORPORATION 401(K) PLAN | YORK PA | 248 | $3.5M | $96K |
| 10 | C.N. BROWN COMPANY C.N. BROWN CO. 401(K) PLAN | SOUTH PARIS ME | 623 | $14.6M | $91K |
