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 Fund # in their Schedule of Assets, totaling $2.4M 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 | HARRELL'S, LLC HARRELL'S 401(K) & PROFIT SHARING PLAN | LAKELAND FL | 476 | $61.9M | $663K |
| 2 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $660K |
| 3 | BANK OF SPRINGFIELD BANK OF SPRINGFIELD 401(K) PROFIT SHARING PLAN |
SPRINGFIELD IL |
| 302 |
| $38.2M |
| $226K |
| 4 | ACCORD CARTON LLC ACCORD CARTON 401(K) PLAN | ALSIP IL | 177 | $13.1M | $218K |
| 5 | THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE TX | 133 | $10.1M | $151K |
| 6 | ADVENT CHRISTIAN VILLAGE, INC. ADVENT CHRISTIAN VILLAGE, INC. 403(B) PLAN | LIVE OAK FL | 430 | $11.4M | $92K |
| 7 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $84K |
| 8 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $72K |
| 9 | WATSONTOWN TRUCKING COMPANY WATSONTOWN TRUCKING COMPANY RETIREMENT PLAN | MILTON PA | 1,000 | $11.0M | $50K |
| 10 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $41K |
