Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Funds 2035 Target Date in their Schedule of Assets, totaling $58.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN | HOUSTON TX | 1,344 | $90.8M | $9.8M |
| 2 | AMERICAN ANGUS ASSOCIATION AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN | ST. JOSEPH MI | 288 | $56.1M | $9.3M |
| 3 | AMERICAN COUNCIL OF LIFE INSURERS |
WASHINGTON DC |
| 108 |
| $118.0M |
| $7.1M |
| 4 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $6.4M |
| 5 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $3.3M |
| 6 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $2.4M |
| 7 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $2.1M |
| 8 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $1.8M |
| 9 | LEARNING DISABILITIES OF WESTERN NEW YORK, INC. DBA BEYOND SUPPORT NET BEYOND SUPPORT NETWORK 401(K) PLAN | BUFFALO NY | 646 | $7.8M | $1.4M |
| 10 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $1.3M |
