Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Funds 2035 Target Date R6 - in their Schedule of Assets, totaling $37.5M 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 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $5.3M |
| 2 | MCKENNEY'S, INC. MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,764 | $129.3M | $5.0M |
| 3 | THE STATE GROUP INDUSTRIAL USA LIMITED |
EVANSVILLE IN |
| 235 |
| $16.2M |
| $4.7M |
| 4 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $4.5M |
| 5 | BURGESS INFORMATION SYSTEMS INC. BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST | GAINESVILLE GA | 280 | $24.8M | $2.6M |
| 6 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $2.2M |
| 7 | TCPS, INC. TCPS, INC. 401(K) PLAN | LANHAM MD | 289 | $17.9M | $1.9M |
| 8 | VERSABILITY RESOURCES, INC. VERSABILITY RESOURCES, INC. 401K PLAN | HAMPTON VA | 682 | $18.8M | $1.9M |
| 9 | BREAD FOR THE WORLD, INC. BREAD FOR THE WORLD, INC. 401K PLAN | WASHINGTON DC | 65 | $17.3M | $1.8M |
| 10 | GLORYBEE NATURAL SWEETNERS, INC. GLORYBEE NATURAL SWEETNERS, INC. 401(K) PLAN | EUGENE OR | 49 | $5.5M | $1.7M |
