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 Retirement Fund® Class R-6 in their Schedule of Assets, totaling $4.2M 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 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $1.1M |
| 2 | PREMIER PHYSICIANS CENTERS, INC. PREMIER PHYSICIANS CENTERS 401(K) RETIREMENT PLAN | WESTLAKE OH | 254 | $37.4M | $1.0M |
| 3 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN |
CHICAGO IL |
| 298 |
| $90.9M |
| $548K |
| 4 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $428K |
| 5 | CSI ELECTRICAL CONTRACTORS, INC. CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 283 | $43.6M | $318K |
| 6 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $295K |
| 7 | SYLVAN FOODS, INC. 401(K) PLAN FOR SYLVAN FOODS, INC. | KITTANNING PA | 145 | $7.6M | $128K |
| 8 | AGILITY RECOVERY SOLUTIONS, INC. AGILITY RECOVERY SOLUTIONS, INC. 401(K) PLAN | DENVER CO | 132 | $5.2M | $103K |
| 9 | GRUBBS INFINITI, LTD GRUBBS FAMILY OF DEALERSHIPS 401(K) PLAN | GRAPEVINE TX | 351 | $8.0M | $76K |
| 10 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $52K |
