Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American Funds 2015 Trgt Date Retire R6 Mutual fund - in their Schedule of Assets, totaling $28.7M 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 | COMMUNICATIONS TEST DESIGN, INC. COMMUNICATIONS TEST DESIGN, INC. 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 8,636 | $408.9M | $9.1M |
| 2 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $5.8M |
| 3 | STAFFMARK INVESTMENT, LLC |
CINCINNATI OH |
| 758 |
| $40.1M |
| $2.1M |
| 4 | ROCKY MOUNTAIN HARDWARE, INC. ROCKY MOUNTAIN HARDWARE, INC. 401(K) PLAN | HAILEY ID | 151 | $25.7M | $1.2M |
| 5 | THE WENGER GROUP, INC. THE WENGER GROUP PROFIT SHARING PLAN | LANCASTER PA | 915 | $68.0M | $978K |
| 6 | CLIPPER PETROLEUM, INC. CLIPPER PETROLEUM, INC. PROFIT SHARING 401(K) PLAN | FLOWERY BRANCH GA | 218 | $8.3M | $894K |
| 7 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $691K |
| 8 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $537K |
| 9 | EYE HEALTH AMERICA, LLC EYE HEALTH AMERICA 401(K) PLAN | EASLEY SC | 1,186 | $45.3M | $529K |
| 10 | BENJAMIN ROSE INSTITUTE ON AGING THE BENJAMIN ROSE INSTITUTE 401(K) PLAN | CLEVELAND OH | 102 | $7.1M | $495K |
