Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire R4 in their Schedule of Assets, totaling $10.6M 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 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN | HAUPPAUGE NY | 370 | $70.4M | $3.9M |
| 2 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $3.4M |
| 3 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN |
CLEARWATER FL |
| 252 |
| $26.4M |
| $2.7M |
| 4 | CDL NUCLEAR TECHNOLOGIES, LLC CDL NUCLEAR TECHNOLOGIES, LLC 401(K) PLAN | CRANBERRY TOWNSHIP PA | 179 | $7.8M | $621K |
