Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds Trgt Date Ret 2035 R6 {+} in their Schedule of Assets, totaling $11.2M 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 | $2.8M |
| 2 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $1.2M |
| 3 | SOURCE ENERGY SERVICES US LP SOURCE GROUP 401(K) PLAN |
EAU CLAIRE WI |
| 184 |
| $7.5M |
| $1.1M |
| 4 | NEWPORT GROUP, INC. RFG POOLED EMPLOYER PLAN | FOLSOM CA | 273 | $9.6M | $1.1M |
| 5 | MSC SERVICES, LLC MSC SERVICES 401(K) PLAN | COLORADO SPRINGS CO | 443 | $22.5M | $998K |
| 6 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA CA | 369 | $24.9M | $877K |
| 7 | SENOX CORPORATION SENOX CORPORATION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 296 | $6.0M | $842K |
| 8 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 310 | $9.2M | $671K |
| 9 | DSS ADMINISTRATIVE GROUP, INC. DSS ADMINISTRATIVE GROUP, INC. 401(K) PLAN | WEST HENRIETTA NY | 90 | $7.0M | $564K |
| 10 | GOLDEN MOMENTS LLC GOLDEN MOMENTS 401(K) PLAN | OMAHA NE | 416 | $3.1M | $481K |
