Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds 2070 TDR R6 Fd in their Schedule of Assets, totaling $28.6M 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 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $9.3M |
| 2 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $6.2M |
| 3 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN |
GLASGOW KY |
| 1,498 |
| $83.2M |
| $2.2M |
| 4 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $1.7M |
| 5 | COMHAR, INC. COMHAR 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 469 | $12.3M | $1.2M |
| 6 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $1.2M |
| 7 | PLANNED PARENTHOOD OF NORTHERN, CENTRAL AND SOUTHERN NEW JERSEY PLANNED PARENTHOOD NCSNJ RETIREMENT PLAN | MORRISTOWN NJ | 176 | $16.1M | $1.2M |
| 8 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $1.1M |
| 9 | THOMPSON MOTOR GROUP, INC. THE THOMPSON ORGANIZATION 401(K) INCENTIVE SAVINGS PLAN | DOYLESTOWN PA | 447 | $57.2M | $1.1M |
| 10 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $1.0M |
