Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds 2015 Target Date Fund R4 in their Schedule of Assets, totaling $2.2M 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 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $795K |
| 2 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $567K |
| 3 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN |
PITTSBURGH PA |
| 239 |
| $38.0M |
| $330K |
| 4 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA RETIREMENT SAVINGS AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 108 | $32.2M | $264K |
| 5 | E. GLUCK CORPORATION E. GLUCK CORPORATION 401(K) PLAN | LITTLE NECK NY | 204 | $17.6M | $164K |
| 6 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $22K |
| 7 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $10K |
| 8 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $7K |
