Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.4M 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 | ELWYN CALIFORNIA ELWYN CALIFORNIA DEFINED CONTRIBUTION 403B PLAN | SAN JOSE CA | 848 | $14.1M | $958K |
| 2 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $336K |
| 3 | WHITTLESEA-BELL WHITTLESEA-BELL RETIREMENT 401K PLAN |
RENO NV |
| 1,795 |
| $7.8M |
| $84K |
| 4 | SCRUBS & BEYOND LLC SCRUBS & BEYOND 401K PLAN | ST. LOUIS MO | 510 | $8.0M | $46K |
