Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Service Company Am Fds 2010 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $3.5M 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 | FISKARS BRANDS, INC. FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 441 | $122.2M | $2.6M |
| 2 | KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON NJ | 575 | $34.5M | $551K |
| 3 | NILES BOLTON ASSOCIATES, INC. |
ATLANTA GA |
| 126 |
| $41.7M |
| $165K |
| 4 | PLAINS COMMERCE BANK PLAINS COMMERCE BANK RETIREMENT PLAN | SIOUX FALLS SD | 447 | $37.8M | $108K |
| 5 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $12K |
