Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds Target Date 2035 # in their Schedule of Assets, totaling $37.6M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $9.5M |
| 2 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $4.7M |
| 3 | HOSPICE OF SPOKANE HOSPICE OF SPOKANE 403(B) PLAN |
SPOKANE WA |
| 120 |
| $12.2M |
| $2.9M |
| 4 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $2.3M |
| 5 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN | DENVER CO | 137 | $22.0M | $2.2M |
| 6 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $2.1M |
| 7 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $1.9M |
| 8 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $1.7M |
| 9 | REINHAUSEN MANUFACTURING REINHAUSEN MANUFACTURING INC. 401(K) & RETIREMENT PLAN | HUMBOLDT TN | 269 | $20.0M | $1.7M |
| 10 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $1.3M |
