Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American funds American Fds 2015 Tar Ret R6 in their Schedule of Assets, totaling $1.5M 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 | WOODWARD ACADEMY, INC. WOODWARD ACADEMY RETIREMENT PLAN | COLLEGE PARK GA | 628 | $133.9M | $968K |
| 2 | CARE PLUS BERGEN, INC. 401(K) PLAN OF CARE PLUS BERGEN FOR UNION EMPLOYEES | PARAMUS NJ | 1,876 | $78.0M | $488K |
| 3 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
DOWNERS GROVE IL |
| 76 |
| $20.7M |
| $60K |
| 4 | THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA CA | 77 | $20.5M | $23K |
