Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire R6 Mutual fund n/a in their Schedule of Assets, totaling $24.4M 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 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $4.5M |
| 2 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN | WOODBRIDGE VA | 1,736 | $53.7M | $4.1M |
| 3 | COMMONWEALTH HOLDINGS, INC. |
LINCOLN NE |
| 259 |
| $23.2M |
| $3.5M |
| 4 | THE ALBERT M. HIGLEY CO., LLC THE ALBERT M. HIGLEY COMPANY EMPLOYEES RETIREMENT PLAN & TRUST | CLEVELAND OH | 139 | $17.6M | $3.2M |
| 5 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $2.3M |
| 6 | GARY AMOTH TRUCKING, INC. GARY AMOTH TRUCKING, INC. 401(K) PLAN | TWIN FALLS ID | 190 | $6.5M | $1.4M |
| 7 | THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS OH | 183 | $24.8M | $1.0M |
| 8 | IMAGETREND, LLC IMAGETREND, LLC 401(K) RETIREMENT PLAN | EAGAN MN | 339 | $30.2M | $997K |
| 9 | LOS ANGELES COUNTY FAIR ASSOCIATION LOS ANGELES COUNTY FAIR ASSOCIATION 401(K) PROFIT SHARING PLAN | POMONA CA | 261 | $11.8M | $735K |
| 10 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN | ABERDEEN SD | 483 | $8.5M | $500K |
