Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Target date 2015 R6 Mutual Fund in their Schedule of Assets, totaling $11.3M 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 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN | WILTON CT | 493 | $112.6M | $3.1M |
| 2 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $1.7M |
| 3 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN |
NEW YORK NY |
| 7,882 |
| $768.8M |
| $1.5M |
| 4 | V.J. TECHNOLOGIES, INC. V. J. TECHNOLOGIES 401(K) PLAN | BOHEMIA NY | 154 | $21.9M | $1.2M |
| 5 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $1.1M |
| 6 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $788K |
| 7 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $374K |
| 8 | HAWKINS CONSTRUCTION COMPANY HAWKINS CONSTRUCTION COMPANY EMPLOYEE PENSION BENEFIT PLAN | OMAHA NE | 243 | $32.6M | $288K |
| 9 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $269K |
| 10 | ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION DBA TURNPOINT SERV TURNPOINT 401(K) PLAN | LOUISVILLE KY | 6,351 | $131.5M | $219K |
