Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Fund Mutual Fund NR in their Schedule of Assets, totaling $1.2M 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 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $746K |
| 2 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $306K |
| 3 | FINZER ROLLER, INC FINZER ROLLER, INC. SALARY SAVINGS PLAN |
ITASCA IL |
| 291 |
| $28.8M |
| $77K |
| 4 | JEFFERSON CONSULTING GROUP, LLC JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN | WASHINGTON DC | 233 | $10.5M | $68K |
| 5 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $36K |
