Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2015 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $988K 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 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $277K |
| 2 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $231K |
| 3 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST |
BALTIMORE MD |
| 136 |
| $17.5M |
| $211K |
| 4 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $99K |
| 5 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $81K |
| 6 | PROGRESSIVE DENTAL CONCEPTS, LLC PROGRESSIVE DENTAL CONCEPTS 401(K) SAVINGS PLAN | CAMP HILL PA | 177 | $7.3M | $45K |
| 7 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $23K |
| 8 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $15K |
| 9 | WHITE MOUNTAIN APACHE TRIBE WHITE MOUNTAIN APACHE TRIBE ENTERPRISE 401(K) PLAN | WHITERIVER AZ | 490 | $4.4M | $5K |
