Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Registered investment company in their Schedule of Assets, totaling $10.8M 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 | ELM STREET TECHNOLOGY LLC ELM STREET TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 90 | $6.8M | $5.6M |
| 2 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 371 | $29.3M | $2.0M |
| 3 | HARDING ACADEMY HARDING ACADEMY TAX DEFERRED ANNUITY PLAN |
NASHVILLE TN |
| 98 |
| $16.6M |
| $1.9M |
| 4 | ANC SPORTS ENTERPRISES LLC ANC SPORTS ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | PURCHASE NY | 202 | $4.1M | $425K |
| 5 | HUNTERDON ORTHOPEDIC INSTITUTE HUNTERDON ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST | FLEMINGTON NJ | 84 | $22.2M | $260K |
| 6 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $199K |
| 7 | SKA INC SKA INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 76 | $2.4M | $186K |
| 8 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $110K |
| 9 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $78K |
| 10 | METROPOLITAN MANAGEMENT GROUP METROPOLITAN COMPANIES 401(K) PLAN | WYOMISSING PA | 210 | $4.0M | $77K |
