Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding American funds American funds 2035 Target Date Retirement Fund - in their Schedule of Assets, totaling $231.3M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $45.9M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $14.6M |
| 3 | SUN RIVER HEALTH, INC. |
PEEKSKILL NY |
| 1,894 |
| $156.7M |
| $8.8M |
| 4 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $7.9M |
| 5 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN | ATHENS TN | 578 | $79.8M | $7.5M |
| 6 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $7.2M |
| 7 | THE CYPRESS COMPANIES, INC. THE CYPRESS COMPANIES, INC. RETIREMENT AND PROFIT SHARING PLAN | AKRON OH | 610 | $52.3M | $6.0M |
| 8 | FORTEGRA FINANCIAL CORPORATION FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN | JACKSONVILLE FL | 495 | $43.0M | $5.7M |
| 9 | THE RELIABLE AUTOMATIC SPRINKLER CO. THE RELIABLE AUTOMATIC SPRINKLER CO. INC. 401(K) PLAN | LIBERTY SC | 1,097 | $95.6M | $5.4M |
| 10 | THE FRISCH SCHOOL THE FRISCH SCHOOL 401(K) PLAN | PARAMUS NJ | 168 | $36.3M | $5.4M |
