Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2035 Target Date-R2 - in their Schedule of Assets, totaling $1.9M 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 | PERSONNEL OUTSOURCE SOLUTIONS, INC. PERSONNEL OUTSOURCE 401(K) PLAN | KINSTON NC | 329 | $2.8M | $576K |
| 2 | KNIGHT FEDERAL SOLUTIONS, INC. KNIGHT FEDERAL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | ORLANDO FL | 175 | $6.0M | $545K |
| 3 | CURTIS CONTRACTING, INC. |
WEST POINT VA |
| 182 |
| $9.7M |
| $393K |
| 4 | PROVIDENT CHARTER SCHOOL PROVIDENT CHARTER SCHOOL 403(B) PLAN | PITTSBURGH PA | 117 | $5.7M | $364K |
| 5 | WHOLESALE EQUIPMENT OF FRESNO, INC. WHOLESALE EQUIPMENT OF FRESNO, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 117 | $3.9M | $52K |