Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2015 Target Retirement in their Schedule of Assets, totaling $12.9M 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 | BRISTOL BAY AREA HEALTH CORPORATION BRISTOL BAY AREA HEALTH CORPORATION RETIREMENT PLAN | DILLINGHAM AK | 377 | $62.6M | $5.4M |
| 2 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $3.2M |
| 3 | PROHEALTH CARE, INC. |
WAUKESHA WI |
| 4,518 |
| $635.2M |
| $2.0M |
| 4 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER NH | 519 | $133.3M | $1.0M |
| 5 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $581K |
| 6 | GRITMAN MEDICAL CENTER GRITMAN MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | MOSCOW ID | 746 | $47.5M | $361K |
| 7 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN | BLOOMINGTON MN | 281 | $20.6M | $181K |
| 8 | COLUMBIA ACADEMY, INC. COLUMBIA ACADEMY 403(B) EMPLOYEE SAVINGS AND RETIREMENT PLAN | COLUMBIA TN | 149 | $6.7M | $32K |
| 9 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $30K |
| 10 | PINEAPPLE ENERGY, INC. PINEAPPLE ENERGY, INC. EMPLOYEE SAVINGS PLAN | MINNETONKA MN | 182 | $20.9M | $29K |
