Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 144 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $60.8M 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 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | DALLAS TX | 418 | $109.5M | $5.2M |
| 2 | THE GUARDIAN FOUNDATION, INC. THE GUARDIAN FOUNDATION, INC. RETIREMENT PLAN | OOLTEWAH TN | 1,642 | $33.0M | $4.6M |
| 3 | BRIGHTSPRING HEALTH SERVICES |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $4.4M |
| 4 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $3.9M |
| 5 | ELMER SMITH OIL COMPANY ELMER SMITH OIL CO., INC. EMPLOYEES' PROFIT SHARING PLAN | CLINTON OK | 189 | $14.3M | $3.6M |
| 6 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $2.9M |
| 7 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $1.8M |
| 8 | VCC BUILD RETIREMENT PLAN | LITTLE ROCK AR | 578 | $80.7M | $1.7M |
| 9 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $1.4M |
| 10 | JACSTEN HOLDINGS, LLC JACSTEN HOLDINGS, LLC 401(K) PLAN | MILWAUKEE WI | 231 | $16.8M | $1.3M |
