Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds 2015 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $5.2M 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 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $4.4M |
| 2 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $483K |
| 3 | H.E. WILLIAMS, INC. |
CARTHAGE MO |
| 272 |
| $35.6M |
| $124K |
| 4 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $122K |
| 5 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION 401(K) PLAN | MAYETTA KS | 765 | $24.2M | $39K |
| 6 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $19K |
| 7 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $11K |
| 8 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $10K |
| 9 | THE BEHAVIORAL WELLNESS CENTER AT GIRARD THE BEHAVIORAL WELLNESS CENTER AT GIRARD 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 127 | $2.8M | $6K |
