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 Trgt Dte Rtm 2015 R6 Fd - in their Schedule of Assets, totaling $2.5M 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 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $1.6M |
| 2 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $642K |
| 3 | BEL-AIR COUNTRY CLUB BEL-AIR COUNTRY CLUB RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 105 |
| $13.9M |
| $123K |
| 4 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $64K |
| 5 | REX THREE, INC. REX THREE, INC. 401(K) PLAN | DAVIE FL | 205 | $9.2M | $6K |
