Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds 2015 Target Date Fund # in their Schedule of Assets, totaling $1.6M 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 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $660K |
| 2 | BANK OF SPRINGFIELD BANK OF SPRINGFIELD 401(K) PROFIT SHARING PLAN | SPRINGFIELD IL | 302 | $38.2M | $226K |
| 3 | ACCORD CARTON LLC ACCORD CARTON 401(K) PLAN |
| 177 |
| $13.1M |
| $218K |
| 4 | THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE TX | 133 | $10.1M | $151K |
| 5 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $84K |
| 6 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $72K |
| 7 | WATSONTOWN TRUCKING COMPANY WATSONTOWN TRUCKING COMPANY RETIREMENT PLAN | MILTON PA | 1,000 | $11.0M | $50K |
| 8 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $41K |
| 9 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $36K |
| 10 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $24K |
