Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2035 Mutual Fund - in their Schedule of Assets, totaling $10.0M 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 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $5.6M |
| 2 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN | RANDOLPH MA | 343 | $33.1M | $2.9M |
| 3 | KING INDUSTRIES, INC. |
NORWALK CT |
| 258 |
| $43.9M |
| $1.4M |
| 4 | AUTO LENDERS LIQUIDATION CENTER, INC. AUTO LENDERS LIQUIDATION CENTER, INC. 401(K) PLAN | VOORHEES NJ | 383 | $19.9M | $94K |
| 5 | ST. JOSEPH INFANT & MATERNITY HOME DBA ST. JOSEPH HOME OF CINCINNATI SJH RETIREMENT PLAN | CINCINNATI OH | 238 | $4.2M | $6K |
