Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds 2035 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $67.8M 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 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $14.9M |
| 2 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $11.5M |
| 3 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN |
ORANGE CA |
| 5,939 |
| $592.7M |
| $7.4M |
| 4 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $7.1M |
| 5 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $4.5M |
| 6 | UNIPHORE TECHNOLOGIES INC. UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN | PALO ALTO CA | 179 | $21.0M | $3.2M |
| 7 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $2.6M |
| 8 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $2.5M |
| 9 | PALLADYNE AI CORP. PALLADYNE AI CORP. 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 81 | $14.8M | $1.7M |
| 10 | BURGERVILLE, LLC BURGERVILLE, LLC 401(K) PLAN | VANCOUVER WA | 162 | $8.2M | $1.6M |
