Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 109 U.S. retirement plans report holding American funds 2035 TRGT Date Retire R6 in their Schedule of Assets, totaling $278.5M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $35.7M |
| 2 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $28.7M |
| 3 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN |
ANN ARBOR MI |
| 4,169 |
| $143.9M |
| $16.5M |
| 4 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $16.2M |
| 5 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 1,363 | $116.3M | $12.6M |
| 6 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $12.2M |
| 7 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $9.3M |
| 8 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $8.4M |
| 9 | THE QUEEN CASINO & ENTERTAINMENT INC. THE QUEEN CASINO & ENTERTAINMENT INC. 401(K) PLAN | EAST SAINT LOUIS IL | 903 | $29.4M | $7.3M |
| 10 | 3B MEDICAL, INC. REACT HEALTH 401(K) PLAN | WEST PALM BEACH FL | 630 | $28.1M | $6.6M |
