Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding American Funds 2035 Target Date Fund ....................................... in their Schedule of Assets, totaling $113.6M 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 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $14.0M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $12.2M |
| 3 | WHITE RIVER HEALTH SYSTEM, INC. |
BATESVILLE AR |
| 1,636 |
| $104.8M |
| $7.2M |
| 4 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $6.7M |
| 5 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $5.3M |
| 6 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $5.1M |
| 7 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $3.9M |
| 8 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $3.8M |
| 9 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 748 | $97.9M | $3.2M |
| 10 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN | LOUISVILLE KY | 814 | $35.3M | $3.1M |
