Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds Trgt Date Ret 2015 R6 {+} in their Schedule of Assets, totaling $1.3M 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 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT IL | 94 | $15.3M | $749K |
| 2 | SENOX CORPORATION SENOX CORPORATION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 296 | $6.0M | $310K |
| 3 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. |
HAUPPAUGE NY |
| 310 |
| $9.2M |
| $113K |
| 4 | DSS ADMINISTRATIVE GROUP, INC. DSS ADMINISTRATIVE GROUP, INC. 401(K) PLAN | WEST HENRIETTA NY | 90 | $7.0M | $49K |
| 5 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 136 | $7.0M | $31K |
| 6 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $17K |
| 7 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA CA | 369 | $24.9M | $9K |
| 8 | NEWPORT GROUP, INC. RFG POOLED EMPLOYER PLAN | FOLSOM CA | 273 | $9.6M | $6K |
| 9 | HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE NJ | 123 | $4.2M | $2K |
