Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds 2010 Target Date N/R in their Schedule of Assets, totaling $2.3M 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 | BW NHHC HOLDCO INC., DBA ELARA CARING ONE ELARA RETIREMENT PLAN | DALLAS TX | 31,092 | $186.1M | $1.3M |
| 2 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $544K |
| 3 | AXON ENTERPRISE, INC. AXON 401(K) PLAN |
SCOTTSDALE AZ |
| 3,206 |
| $228.6M |
| $158K |
| 4 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $134K |
| 5 | VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION 401(K) PLAN | ENDICOTT NY | 818 | $70.6M | $100K |
| 6 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC ANDREWS DISTRIBUTING COMPANY 401(K) PLAN | DALLAS TX | 1,888 | $110.0M | $71K |
| 7 | NASCO EDUCATION LLC NASCO 401(K) PLAN | FORT ATKINSON WI | 312 | $20.8M | $12K |
