Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds 2035 Target Date Retirement R6 Mutual fund in their Schedule of Assets, totaling $18.2M 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 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $4.8M |
| 2 | HOSSLEY HOLDINGS, INC. HOSSLEY LIGHTING AND POWER SOLUTIONS 401(K) PROFIT SHARING PLAN | DALLAS TX | 85 | $7.1M | $2.5M |
| 3 | AVANTE CARE MANAGEMENT LLC |
ROSLYN HEIGHTS NY |
| 796 |
| $10.3M |
| $2.4M |
| 4 | THE WALLICK COMPANIES, LLC THE WALLICK COMPANIES 401(K) RETIREMENT SAVINGS PLAN | NEW ALBANY OH | 772 | $23.4M | $1.9M |
| 5 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $1.7M |
| 6 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $1.4M |
| 7 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $1.2M |
| 8 | J. DERENZO CO. J. DERENZO CO. 401(K) PROFIT SHARING PLAN | BROCKTON MA | 88 | $17.2M | $620K |
| 9 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN | PITTSFIELD MA | 181 | $9.2M | $417K |
| 10 | ANIMAL HUMANE SOCIETY ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WOODBURY MN | 250 | $10.0M | $400K |
