Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Class R6 in their Schedule of Assets, totaling $7.1M 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 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $2.5M |
| 2 | SPOONER HEALTH SYSTEM SPOONER HEALTH SYSTEM 403(B) PLAN | SPOONER WI | 145 | $18.0M | $1.6M |
| 3 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. |
PHILADELPHIA PA |
| 132 |
| $42.4M |
| $1.3M |
| 4 | OAKLAWN JOCKEY CLUB, INC. OAKLAWN JOCKEY CLUB EMPLOYEES 401(K) SAVINGS PLAN | HOT SPRINGS AR | 1,281 | $20.3M | $1.1M |
| 5 | ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK VA | 304 | $7.7M | $419K |
| 6 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $88K |
| 7 | TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 458 | $21.6M | $3K |
