Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2015 Target Retirement R6 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $2.6M |
| 2 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $1.2M |
| 3 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN |
NASHVILLE TN |
| 291 |
| $13.4M |
| $172K |
| 4 | KAY AND ASSOCIATES, INC. KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | BUFFALO GROVE IL | 1,368 | $23.1M | $19K |
