Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $21.2M 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 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $4.4M |
| 2 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $3.6M |
| 3 | NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. |
SANTA MONICA CA |
| 341 |
| $63.3M |
| $2.9M |
| 4 | VALENTI TROBEC CHANDLER, INC. VALENTI TROBEC CHANDLER, INC. 401(K) RETIREMENT PLAN | TROY MI | 139 | $29.1M | $1.6M |
| 5 | CAROLINA TRACTOR & EQUIPMENT COMPANY CTE 401(K) PLAN | CHARLOTTE NC | 1,915 | $139.4M | $1.5M |
| 6 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $1.3M |
| 7 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $982K |
| 8 | MARIST HIGH SCHOOL MARIST HIGH SCHOOL 401(K) PLAN | CHICAGO IL | 282 | $24.9M | $745K |
| 9 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $710K |
| 10 | CONTINENTAL BATTERY COMPANY CONTINENTAL BATTERY 401(K) PLAN | DALLAS TX | 1,510 | $51.7M | $576K |
