Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Date 2015 Fund Mutual fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON NC | 477 | $53.0M | $645K |
| 2 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $217K |
| 3 | WINE.COM WINE.COM RETIREMENT TRUST |
SAN LEANDRO CA |
| 150 |
| $14.7M |
| $169K |
| 4 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN | LOUISVILLE KY | 367 | $43.3M | $6K |
