Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding American Funds 2035 Target Date Fund ....................................... in their Schedule of Assets, totaling $166.0M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $34.8M |
| 2 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $14.0M |
| 3 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN |
DETROIT MI |
| 1,547 |
| $335.3M |
| $12.2M |
| 4 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $10.4M |
| 5 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $7.2M |
| 6 | NIBBI BROTHERS ASSOCIATES, INC. NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN | SAN FRANCISCO CA | 128 | $39.0M | $6.7M |
| 7 | CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN | KNOXVILLE TN | 4,589 | $90.7M | $6.1M |
| 8 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $5.3M |
| 9 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $5.1M |
| 10 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $3.9M |
