Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Target Date 2035 Fund Mutual fund in their Schedule of Assets, totaling $17.2M 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 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $10.0M |
| 2 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN | LOUISVILLE KY | 367 | $43.3M | $2.2M |
| 3 | CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT |
BURLINGTON NC |
| 477 |
| $53.0M |
| $1.9M |
| 4 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $1.4M |
| 5 | WINE.COM WINE.COM RETIREMENT TRUST | SAN LEANDRO CA | 150 | $14.7M | $653K |
| 6 | BIG STEAKS MANAGEMENT, LLC. BIG STEAKS MANAGEMENT, LLC. 401(K) PLAN | PIKESVILLE MD | 260 | $2.7M | $592K |
| 7 | GORHAM SAVINGS BANK GORHAM SAVINGS BANK 401(K) INCENTIVE SAVINGS PLAN | GORHAM ME | 199 | $37.5M | $367K |
| 8 | SPIRE INC SPIRE GLOBAL, INC, 401(K) PLAN | SAN FRANCISCO CA | 132 | $6.4M | $121K |
| 9 | MID-MICHIGAN INDUSTRIES, INC. MID-MICHIGAN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MT. PLEASANT MI | 129 | $2.5M | $29K |
