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 R6 .. in their Schedule of Assets, totaling $137.8M 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 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $50.0M |
| 2 | NORTH STAR BLUESCOPE STEEL LLC NORTH STAR BLUESCOPE STEEL LLC RETIREMENT PARTNERSHIP | DELTA OH | 608 | $161.8M | $7.8M |
| 3 | RILEY CREEK LUMBER COMPANY |
COEUR DALENE ID |
| 1,276 |
| $118.6M |
| $7.7M |
| 4 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $7.2M |
| 5 | GMM PFAUDLER US INC. GMM PFAUDLER US INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 244 | $57.6M | $6.6M |
| 6 | MEDICAL ONCOLOGY & HEMATOLOGY ASSOCIATES MISSION CANCER + BLOOD 401(K) PLAN | DES MOINES IA | 0 | $51.9M | $5.3M |
| 7 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $5.1M |
| 8 | FENNER DUNLOP AMERICAS, INC. FENNER DUNLOP RETIREMENT AND SAVINGS PLAN | CORAOPOLIS PA | 273 | $42.3M | $4.3M |
| 9 | ALTUS CONSULTING CORPORATION ALTUS CONSULTING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | UPPERVILLE VA | 87 | $40.2M | $3.4M |
| 10 | LIL' DRUG STORE PRODUCTS, INC. LIL' DRUG STORE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 154 | $18.0M | $3.3M |
