Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds 2015 Target Date Retirement in their Schedule of Assets, totaling $3.6M 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 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $1.7M |
| 2 | SQUARE-H BRANDS, INC. SQUARE-H BRANDS, INC. 401(K) PLAN | VERNON CA | 191 | $7.0M | $598K |
| 3 | ROSCOE MOSS MANUFACTURING COMPANY |
LOS ANGELES CA |
| 110 |
| $44.1M |
| $423K |
| 4 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $353K |
| 5 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $227K |
| 6 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $140K |
| 7 | HOSPITALITY STAFFING INC. HOSPITALITY STAFFING 401K PLAN | CHICAGO IL | 3,799 | $11.7M | $45K |
| 8 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $41K |
| 9 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $40K |
| 10 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $15K |
