Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds Af Trgt Date 2035 R6 - in their Schedule of Assets, totaling $223.8M 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 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $76.5M |
| 2 | WEISIGER GROUP INC WEISIGER GROUP 401(K) PLAN | CHARLOTTE NC | 2,290 | $166.9M | $28.5M |
| 3 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN |
AUSTIN TX |
| 2,280 |
| $651.7M |
| $20.2M |
| 4 | ARES MANAGEMENT LLC ARES RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 2,003 | $518.6M | $13.6M |
| 5 | PROCORE TECHNOLOGIES, INC. PROCORE TECHNOLOGIES RETIREMENT PLAN | CARPINTERIA CA | 3,256 | $345.2M | $12.6M |
| 6 | IHERB, LLC IHERB 401(K) PLAN | IRVINE CA | 1,826 | $110.4M | $8.1M |
| 7 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $6.8M |
| 8 | ANDREWS FEDERAL CREDIT UNION ANDREWS FEDERAL CREDIT UNION 401(K) PLAN | SUITLAND MD | 341 | $31.7M | $5.7M |
| 9 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $5.4M |
| 10 | MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION 401(K) PLAN | MORRISTOWN TN | 952 | $37.7M | $4.9M |
