Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds 2015 Target Date ** $ in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $2.6M |
| 2 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN | HOUSTON TX | 1,344 | $90.8M | $1.7M |
| 3 | H&K EQUIPMENT, INC H&K EQUIPMENT, INC 401(K) PLAN |
CORAOPOLIS PA |
| 337 |
| $28.3M |
| $1.7M |
| 4 | ENERGY AIR, INC. ENERGY AIR, INC. 401(K) PLAN | ORLANDO FL | 300 | $7.1M | $407K |
| 5 | LEARNING DISABILITIES OF WESTERN NEW YORK, INC. DBA BEYOND SUPPORT NET BEYOND SUPPORT NETWORK 401(K) PLAN | BUFFALO NY | 646 | $7.8M | $312K |
| 6 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $239K |
| 7 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $173K |
| 8 | LUND FAMILY CENTER, INC. 403(B) THRIFT PLAN FOR LUND FAMILY CENTER, INC. | BURLINGTON VT | 131 | $2.7M | $68K |
| 9 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $58K |
| 10 | FERAZZOLI IMPORTS OF NEW ENGLAND, INC. GALLERIA STONE AND TILE 401(K) PLAN | MIDDLETOWN CT | 0 | $0 | $32K |
