Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2035 Target Date Retirement Registered investment company in their Schedule of Assets, totaling $10.1M 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 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $199K |
| 5 | SKA INC SKA INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 76 | $2.4M | $186K |
| 6 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $110K |
| 7 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $78K |
| 8 | METROPOLITAN MANAGEMENT GROUP METROPOLITAN COMPANIES 401(K) PLAN | WYOMISSING PA | 210 | $4.0M | $77K |
| 9 | CHROMA SYSTEMS SOLUTIONS INC CHROMA SYSTEMS SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST | FOOTHILL RANCH CA | 129 | $8.9M | $5K |
