Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $5.9M 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 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $1.4M |
| 2 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $1.1M |
| 3 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA |
| 1,124 |
| $255.8M |
| $765K |
| 4 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $763K |
| 5 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $539K |
| 6 | GREATER OPPORTUNITIES GREATER OPPORTUNITIES 403(B) PLAN | NORWICH NY | 130 | $4.9M | $133K |
| 7 | TRADESHIFT INC. TRADESHIFT INC. 401(K) PLAN | SAN FRANCISCO CA | 51 | $6.7M | $123K |
| 8 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $117K |
| 9 | PUEBLO OF POJOAQUE PUEBLO OF POJOAQUE 401(K) PLAN | SANTA FE NM | 701 | $16.4M | $103K |
| 10 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $95K |
