Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2035 Target Retirement R6 " in their Schedule of Assets, totaling $17.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $5.4M |
| 2 | IONA UNIVERSITY IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NEW ROCHELLE NY | 718 | $248.4M | $2.7M |
| 3 | ASSOCIATES IN NEPHROLOGY, S.C. |
CHICAGO IL |
| 144 |
| $75.4M |
| $2.3M |
| 4 | KAY AND ASSOCIATES, INC. KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | BUFFALO GROVE IL | 1,368 | $23.1M | $2.0M |
| 5 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $2.0M |
| 6 | BOSTON BALLET BOSTON BALLET 403(B) RETIREMENT PLAN | BOSTON MA | 255 | $16.5M | $2.0M |
| 7 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC | 265 | $45.7M | $1.3M |
| 8 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN | NASHVILLE TN | 291 | $13.4M | $62K |
