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 Retirement in their Schedule of Assets, totaling $6.2M 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 | LAWRENCE SCREW PRODUCTS, INC. LAWRENCE SCREW PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HARWOOD HEIGHTS IL | 128 | $12.0M | $1.9M |
| 2 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $917K |
| 3 | MCCRAW OIL/KWIK CHEK |
BONHAM TX |
| 948 |
| $9.1M |
| $890K |
| 4 | BARR MANAGEMENT, LTD. BARR MANAGEMENT, LTD. 401(K) PLAN | CHICAGO IL | 188 | $7.0M | $801K |
| 5 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $406K |
| 6 | CROSSPOINT HUMAN SERVICES CROSSPOINT 401(K) RETIREMENT PLAN | DANVILLE IL | 104 | $2.6M | $255K |
| 7 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW GROUP, INC. | NEW BRITAIN CT | 2,339 | $20.7M | $209K |
| 8 | HEREFORD INSURANCE COMPANY HEREFORD INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | LONG ISLAND CITY NY | 241 | $15.6M | $201K |
| 9 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW RESOURCES, INC | NEW BRITAIN CT | 2,205 | $16.4M | $166K |
| 10 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $150K |
