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 American Funds Target Date Retirement 2015 R6 Fund - in their Schedule of Assets, totaling $3.3M 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 | JOE RIZZA DEALER GROUP RIZZA DEALER GROUP SALARY SAVINGS PLAN | ORLAND PARK IL | 287 | $15.7M | $1.5M |
| 2 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A | NEW YORK NY | 313 | $220.1M | $1.3M |
| 3 | VALLEY-WIDE HEALTH SYSTEMS, INC. |
ALAMOSA CO |
| 554 |
| $30.2M |
| $426K |
| 4 | ATLANTIC BAY MORTGAGE GROUP, LLC ATLANTIC BAY MORTGAGE GROUP 401(K) PLAN | VIRGINIA BEACH VA | 736 | $78.7M | $111K |
| 5 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. SARA 401(K) PROFIT SHARING PLAN | CYPRESS CA | 277 | $43.7M | $1K |
