Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Fund-R6 in their Schedule of Assets, totaling $10.8M 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 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 | $86.8M | $4.0M |
| 2 | PANDA RESTAURANT GROUP, INC. PANDA RETIREMENT PLAN | ROSEMEAD CA | 56,227 | $609.8M | $2.7M |
| 3 | BHS MANAGEMENT SERVICES INC. BHS PARTNERSHIP 403B PENSION PLAN | PITTSFIELD |
| 4,276 |
| $693.6M |
| $1.1M |
| 4 | AVALON & TAHOE MFG., INC. AVALON & TAHOE 401(K) RETIREMENT PLAN | ALMA MI | 399 | $17.5M | $417K |
| 5 | COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. | BEAUMONT TX | 1,206 | $84.9M | $416K |
| 6 | LAKE ERIE TOBACCO COMPANY LAKE ERIE TOBACCO COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | KILL BUCK NY | 185 | $2.4M | $372K |
| 7 | PUREM NOVI INC. PUREM NOVI INC. RETIREMENT PLAN | NOVI MI | 1,045 | $74.5M | $269K |
| 8 | BROADCASTMED, INC. BROADCASTMED 401(K) PLAN | FARMINGTON CT | 239 | $15.9M | $217K |
| 9 | BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY BOYS & GIRLS CLUBS OF SNOHOMISH COUNTY PENSION PLAN | EVERETT WA | 116 | $8.1M | $203K |
| 10 | GENPAK LLC GENPAK LLC HOURLY PAID PENSION PLAN | CHARLOTTE NC | 29 | $2.5M | $195K |
