Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 225 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $691.4M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $52.5M |
| 2 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $52.4M |
| 3 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 6,992 |
| $1.4B |
| $49.6M |
| 4 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $20.2M |
| 5 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $19.1M |
| 6 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $15.2M |
| 7 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $15.1M |
| 8 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $14.9M |
| 9 | BARNHART CRANE & RIGGING CO. BARNHART CRANE & RIGGING COMPANY 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 999 | $162.0M | $13.8M |
| 10 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $12.3M |
