Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2015 Target Date in their Schedule of Assets, totaling $2.0M 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 | 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 | WEST RIVER HEALTH SERVICE FOUNDATION AND SUBSIDIARIES |
HETTINGER ND |
| 300 |
| $27.4M |
| $265K |
| 4 | PACIFIC INDUSTRIES USA PACIFIC MANUFACTURING OHIO, INC. 401(K) | FAIRFIELD OH | 1,190 | $16.3M | $36K |
| 5 | IOWA TRIBE OF KANSAS AND NEBRASKA IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST | WHITE CLOUD KS | 140 | $1.2M | $14K |
| 6 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $1 |
