Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding American Funds American Funds 2035 Trgt Date Retire R6 - in their Schedule of Assets, totaling $206.5M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $59.8M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $13.9M |
| 3 | WILMINGTON HEALTH, PLLC |
WILMINGTON NC |
| 1,251 |
| $166.3M |
| $8.7M |
| 4 | ANSIRA PARTNERS II, LLC ANSIRA PARTNERS, INC. 401(K) PLAN | ST LOUIS MO | 533 | $75.7M | $7.6M |
| 5 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $7.0M |
| 6 | GRANITE TELECOMMUNICATIONS, LLC GRANITE TELECOMMUNICATIONS 401(K) PLAN | QUINCY MA | 1,979 | $198.4M | $6.1M |
| 7 | KANAWHA HOSPICE CARE, INC. 403(B) THRIFT PLAN OF KANAWHA HOSPICE CARE, INC. | CHARLESTON WV | 243 | $19.4M | $5.4M |
| 8 | QUIRCH FOODS, CO. QUIRCH FOODS 401(K) PLAN | MIAMI FL | 1,666 | $46.3M | $4.5M |
| 9 | CHILDREN'S SPECIALSTS OF SAN DIEGO, AMG, INC. CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN | SAN DIEGO CA | 138 | $45.3M | $3.9M |
| 10 | METAL POWDER PRODUCTS, LLC METAL POWDER PRODUCTS 401(K) PLAN | NOBLESVILLE IN | 529 | $29.9M | $3.8M |
