Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2015 Target Date in their Schedule of Assets, totaling $4.8M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $994K |
| 2 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $651K |
| 3 | HINO MOTORS MANUFACTURING U.S.A., INC. |
NOVI MI |
| 2,069 |
| $55.1M |
| $632K |
| 4 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $537K |
| 5 | BROOKE GROVE FOUNDATION INC. BROOKE GROVE FOUNDATION RETIREMENT INCOME PLAN | SANDY SPRING MD | 423 | $13.4M | $446K |
| 6 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES TAX DEFERRED ANNUITY PLAN | HETTINGER ND | 300 | $27.4M | $265K |
| 7 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $233K |
| 8 | SAVINGS BANK OF MENDOCINO COUNTY SAVINGS BANK OF MENDOCINO COUNTY 401(K) AND PROFIT SHARING PLAN | UKIAH CA | 177 | $24.7M | $218K |
| 9 | CARISK PARTNERS, INC. CARISK PARTNERS, INC. 401(K) PLAN | MIAMI FL | 180 | $6.5M | $195K |
| 10 | THE CAFARO COMPANY THE CAFARO COMPANY RETIREMENT SAVINGS TRUST AND PLAN | NILES OH | 577 | $17.8M | $184K |
