Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Fund Class R-3 Mutual fund in their Schedule of Assets, totaling $850K 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 | STAFFORD TRANSPORT INC STAFFORD TRANSPORT INC 401(K) PROFIT SHARING PLAN & TRUST | SMYRNA GA | 481 | $4.0M | $308K |
| 2 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $292K |
| 3 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN |
LONDON KY |
| 186 |
| $8.4M |
| $249K |
| 4 | BROADBASE INC BROADBASE INC 401(K) PROFIT SHARING PLAN & TRUST | WEST SACRAMENTO CA | 278 | $2.9M | $2K |
