Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Service Company Am Fds Trgt Dte Rtm 2035 R6 Fd - in their Schedule of Assets, totaling $36.6M 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 | $17.0M |
| 2 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $7.6M |
| 3 | QUOIZEL, LLC QUOIZEL, LLC RETIREMENT SAVINGS PLAN |
GOOSE CREEK SC |
| 104 |
| $19.3M |
| $4.7M |
| 4 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $2.2M |
| 5 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $1.7M |
| 6 | BEL-AIR COUNTRY CLUB BEL-AIR COUNTRY CLUB RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 105 | $13.9M | $1.4M |
| 7 | SAN DIEGO JEWISH ACADEMY SAN DIEGO JEWISH ACADEMY 401(K) SAVINGS PLAN | SAN DIEGO CA | 160 | $15.7M | $1.1M |
| 8 | KOOS MANUFACTURING, INC. KOOS MANUFACTURING, INC. 401(K) PLAN | SOUTH GATE CA | 208 | $6.2M | $476K |
| 9 | REX THREE, INC. REX THREE, INC. 401(K) PLAN | DAVIE FL | 205 | $9.2M | $214K |
| 10 | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK MCKISSACK & MCKISSACK 401(K) PLAN | NEW YORK NY | 124 | $8.9M | $134K |
