Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds 2035 Target Date Retire R6 - in their Schedule of Assets, totaling $103.4M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $37.6M |
| 2 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $17.6M |
| 3 | EAGLE PHYSICIANS AND ASSOCIATES, P.A |
GREENSBORO NC |
| 377 |
| $82.4M |
| $15.0M |
| 4 | FASTENING SOLUTIONS, INC. FASTENING SOLUTIONS, INC. EMPLOYEE RETIREMENT PLAN | MONTGOMERY AL | 149 | $25.2M | $4.9M |
| 5 | TERRAPHASE ENGINEERING TERRAPHASE ENGINEERING 401(K) PLAN | OAKLAND CA | 160 | $30.3M | $4.3M |
| 6 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $4.2M |
| 7 | KELLER TECHNOLOGY CORPORATION THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN | BUFFALO NY | 152 | $49.4M | $3.2M |
| 8 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $3.1M |
| 9 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $2.5M |
| 10 | RRMM ARCHITECTS, P.C. RRMM ARCHITECTS, P. C. 401(K) PLAN | CHESAPEAKE VA | 130 | $19.3M | $1.9M |
