Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire Mutual fund in their Schedule of Assets, totaling $4.7M 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 | JES TECH JES TECH 401(K) PLAN | HOUSTON TX | 229 | $12.6M | $1.9M |
| 2 | PAINT SUNDRIES SOLUTIONS, INC. PAINT SUNDRIES SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 105 | $16.2M | $893K |
| 3 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN |
ADDISON TX |
| 129 |
| $17.2M |
| $790K |
| 4 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $328K |
| 5 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $320K |
| 6 | IMMANUEL LUTHERAN CORPORATION IMMANUEL LUTHERAN 401(K) PLAN | KALISPELL MT | 0 | $0 | $279K |
| 7 | CCK AUTOMATIONS, LLC CCK AUTOMATIONS LLC 401(K) RETIREMENT PLAN | JACKSONVILLE IL | 214 | $5.4M | $197K |
