Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2035 Target Date Fund R6 Registered investment company in their Schedule of Assets, totaling $28.4M 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 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $5.8M |
| 2 | FIVE STAR FOOD SERVICE, INC. FIVE STAR FOOD SERVICE, INC. 401(K) EMPLOYEES' SAVINGS PLAN | CHATTANOOGA TN | 1,886 | $38.8M | $5.3M |
| 3 | HEARTLAND DERMATOLOGY AND SKIN CANCER CENTER, P.A. |
SALINA KS |
| 132 |
| $12.2M |
| $4.6M |
| 4 | SPRIG ELECTRIC SPRIG ELECTRIC 401(K) PLAN | SAN JOSE CA | 152 | $24.6M | $3.8M |
| 5 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $2.8M |
| 6 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $2.1M |
| 7 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $1.7M |
| 8 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $1.7M |
| 9 | ASKO PROCESSING, INC. ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST | SEATTLE WA | 171 | $8.5M | $483K |
| 10 | EHEALTH GLOBAL TECHNOLOGIES, INC. EHEALTH GLOBAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRPORT NY | 179 | $5.8M | $140K |
