Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $135.8M 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 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $19.4M |
| 2 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $18.2M |
| 3 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN |
SAN FERNANDO CA |
| 1,752 |
| $163.8M |
| $18.0M |
| 4 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $9.9M |
| 5 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $8.9M |
| 6 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $6.9M |
| 7 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $6.3M |
| 8 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $5.5M |
| 9 | DATASTAX, INC. DATASTAX, INC. 401(K) PLAN | SANTA CLARA CA | 354 | $49.1M | $4.4M |
| 10 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $3.8M |
