Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2015 Target Date Retirement Mutual fund in their Schedule of Assets, totaling $3.9M 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 | TA OPERATING LLC TA OPERATING LLC 401(K) SAVINGS PLAN | WESTLAKE OH | 15,096 | $183.5M | $1.5M |
| 2 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $1.3M |
| 3 | SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY |
PLANO TX |
| 303 |
| $21.7M |
| $331K |
| 4 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $175K |
| 5 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $160K |
| 6 | SEACAST, INC. SEACAST, INC. 401(K) AND PROFIT SHARING PLAN | MARYSVILLE WA | 515 | $20.0M | $134K |
| 7 | COUNTY FAIR, INC. COUNTY FAIR FOOD STORE 401(K) PLAN | MITCHELL AZ | 169 | $8.5M | $101K |
| 8 | LYNN COMMUNITY HEALTH INC LYNN COMMUNITY HEALTH CENTER RETIREMENT PLAN | LYNN MA | 764 | $11.8M | $90K |
| 9 | MAZAK OPTONICS CORPORATION MAZAK OPTONICS CORPORATION 401(K) PLAN | ELGIN IL | 125 | $18.9M | $13K |
| 10 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN | PISCATAWAY NJ | 623 | $123.9M | $11K |
