Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding American Funds American Funds 2035 Target Date Fund R6 - in their Schedule of Assets, totaling $111.8M 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 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $10.9M |
| 2 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $10.3M |
| 3 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN |
KANSAS CITY MO |
| 1,016 |
| $216.2M |
| $9.2M |
| 4 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $6.4M |
| 5 | TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN | FALLS CHURCH VA | 180 | $42.4M | $5.7M |
| 6 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $5.4M |
| 7 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $5.3M |
| 8 | ST. PAUL EYE CLINIC, P.A. ST. PAUL EYE CLINIC, P.A. PROFIT SHARING PLAN | WOODBURY MN | 180 | $52.7M | $4.9M |
| 9 | KING'S DAUGHTERS MEDICAL CENTER KING'S DAUGHTERS' MEDICAL CENTER MATCHING CONTRIBUTION PLAN | ASHLAND KY | 5,058 | $180.4M | $4.6M |
| 10 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $3.9M |
