Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Service Company Target Date Retirement 2015 Fund ** 348 American Funds Service Company Target Date Retirement 2020 Fund in their Schedule of Assets, totaling $173K 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 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 29 | $14.8M | $173K |
