Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2070 Target Date Fund R4 in their Schedule of Assets, totaling $7K 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 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $3K |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $2K |
| 3 | JEFFORDS STEEL AND SPECIALTY COMPANY, INC. JEFFORDS STEEL AND ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN |
PLATTSBURGH NY |
| 98 |
| $11.2M |
| $2K |