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 R5 Mutual fund in their Schedule of Assets, totaling $2.0M 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 | VANGUARD EMS, INC. VANGUARD EMS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 199 | $10.3M | $1.2M |
| 2 | ITN HOLDINGS, LLC ITN NETWORKS SALARY DEFERRAL PLAN | NEW YORK NY | 161 | $66.3M | $805K |
