Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire R4 Registered Investment Company in their Schedule of Assets, totaling $10.4M 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 | EDUPOINT EDUCATIONAL SYSTEMS, LLC EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 252 | $32.1M | $6.8M |
| 2 | COMPREHENSIVE HEALTHCARE COMPREHENSIVE HEALTHCARE EMPLOYEE PENSION BENEFIT PLAN | YAKIMA WA | 585 | $25.7M | $3.6M |
