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 R6 - in their Schedule of Assets, totaling $2.5M 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 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $1.2M |
| 2 | VERSABILITY RESOURCES, INC. VERSABILITY RESOURCES, INC. 401K PLAN | HAMPTON VA | 682 | $18.8M | $574K |
| 3 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN |
BATAVIA IL |
| 107 |
| $19.3M |
| $463K |
| 4 | RITTAL NORTH AMERICA LLC RITTAL 401(K) PLAN | URBANA OH | 895 | $57.3M | $134K |
| 5 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $76K |
| 6 | ESPERANZA HEALTH SYSTEMS, LTD DBA LA HACIENDA TREATMENT CENTER ESPERANZA HEALTH SYSTEMS 401(K) PLAN | HUNT TX | 140 | $11.5M | $41K |
| 7 | BAINBRIDGE COMMUNITIES MANAGEMENT, LLC BAINBRIDGE COMMUNITIES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | WELLINGTON FL | 450 | $9.9M | $20K |
| 8 | PAVO HOLDING CORP. PAVO HOLDING CORP. 401(K) PLAN | FLORIDA FL | 177 | $692K | $7K |
