Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding American Funds 2035 Target Date Fund R6 '' in their Schedule of Assets, totaling $248.7M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $39.8M |
| 2 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $33.9M |
| 3 | WOODARD & CURRAN, INC. |
PORTLAND ME |
| 1,358 |
| $259.0M |
| $11.7M |
| 4 | EASTERN PROPANE GAS, INC. EASTERN PROPANE 401(K) PLAN | ROCHESTER NH | 474 | $77.0M | $10.6M |
| 5 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $9.7M |
| 6 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $7.8M |
| 7 | STANLEY ELECTRIC HOLDING COMPANY OF AMERICA STANLEY ELECTRIC ASSOCIATES 401K PLAN | LONDON OH | 1,754 | $187.4M | $7.0M |
| 8 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $6.6M |
| 9 | COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION COMMUNITY HEALTH CENTERS OF THE RUTLAND REGION 403(B) RETIREMENT PLAN | RUTLAND VT | 421 | $41.7M | $6.6M |
| 10 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $6.3M |
