Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Funds 2035 Target Date Fund R4 in their Schedule of Assets, totaling $30.3M 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 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $7.9M |
| 2 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA RETIREMENT SAVINGS AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 108 | $32.2M | $5.2M |
| 3 | DATCU CREDIT UNION |
CORINTH TX |
| 182 |
| $31.5M |
| $4.6M |
| 4 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN | NORMAL IL | 242 | $13.7M | $3.5M |
| 5 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $3.3M |
| 6 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $1.8M |
| 7 | E. GLUCK CORPORATION E. GLUCK CORPORATION 401(K) PLAN | LITTLE NECK NY | 204 | $17.6M | $1.6M |
| 8 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $1.1M |
| 9 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $679K |
| 10 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $381K |
