Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American funds American funds 2015 Target Date Retirement Fund - in their Schedule of Assets, totaling $28.4M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $8.0M |
| 2 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $4.0M |
| 3 | PRECISION FABRICS GROUP, INC. |
GREENSBORO NC |
| 475 |
| $37.7M |
| $2.1M |
| 4 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $2.0M |
| 5 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $1.3M |
| 6 | X-FAB TEXAS, INC. X-FAB TEXAS, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN | LUBBOCK TX | 463 | $48.5M | $1.1M |
| 7 | BRODART CO. BRODART RETIREMENT PLAN | WILLIAMSPORT PA | 360 | $17.5M | $759K |
| 8 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $719K |
| 9 | LAWSON OPERATING COMPANY, LLC THE LAWSON COMPANIES 401(K) PLAN | NORFOLK VA | 199 | $15.5M | $714K |
| 10 | NEWARK COMMUNITY HEALTH CENTERS, INC. NEWARK COMMUNITY HEALTH CENTERS, INC. RETIREMENT PLAN | NEWARK NJ | 208 | $10.8M | $644K |
