Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds 2035 Target Date, N/R in their Schedule of Assets, totaling $5.7M 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 | PINNACLE TECHNICAL RESOURCES, INC. PINNACLE TECHNICAL RESOURCES 401(K) PLAN | DALLAS TX | 2,715 | $49.4M | $2.4M |
| 2 | CAVA HOLDING COMPANY, A DELAWARE CORPORATION CAVA GROUP, INC. 401(K) PLAN | WASHINGTON DC | 10,469 | $18.4M | $1.9M |
| 3 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN |
ORANGE CA |
| 303 |
| $7.1M |
| $1.0M |
| 4 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $320K |
| 5 | MOREGROUP HOLDINGS MOREGROUP HOLDINGS 401(K) PLAN | FORT WORTH TX | 654 | $62.5M | $55K |
