Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds 2035 Target Date Retire r6 Mutual fund in their Schedule of Assets, totaling $67.1M 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 | ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER FL | 677 | $54.4M | $7.8M |
| 2 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $7.8M |
| 3 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN |
MENDOTA HEIGHTS MN |
| 1,029 |
| $129.0M |
| $7.0M |
| 4 | PROTRIALS RESEARCH, INC. PROTRIALS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | LOS GATOS CA | 84 | $21.5M | $4.4M |
| 5 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $4.2M |
| 6 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $4.0M |
| 7 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $3.9M |
| 8 | KASON INDUSTRIES, INC. KASON INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEWNAN GA | 252 | $25.3M | $3.5M |
| 9 | FORAN GLENNON PALANDECH & PONZI, PC FORAN GLENNON PALANDECH PONZI & RUDLOFF, PC PROFIT SHARING 401(K) PLAN | CHICAGO IL | 103 | $27.1M | $3.0M |
| 10 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $2.5M |
