Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2035 Target Date Retire in their Schedule of Assets, totaling $2.3M 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 | PARKER JEWISH INSTITUTE FOR HEALTH CARE AND REHABILITATION PARKER JEWISH INSTITUTE RETIREMENT SAVINGS PLAN | NEW HYDE PARK NY | 911 | $35.3M | $1.3M |
| 2 | WICHITA KENWORTH, INC. WICHITA KENWORTH, INC. 401(K) PLAN | PARK CITY KS | 246 | $8.1M | $596K |
| 3 | CASS SCREW MACHINE PRODUCTS, LLC |
BROOKLYN CENTER MN |
| 272 |
| $21.5M |
| $375K |
