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 Retirement 2015 Fund in their Schedule of Assets, totaling $5.6M 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 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA OK | 3,732 | $639.0M | $3.9M |
| 2 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $777K |
| 3 | CENTURION INDUSTRIES, INC. CENTURION INDUSTRIES, INC. 401(K) PLAN |
GARRETT IN |
| 1,393 |
| $60.2M |
| $427K |
| 4 | CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA OK | 297 | $37.0M | $370K |
| 5 | DISASTER RESOURCE GROUP LLC DISASTER RESOURCE GROUP LLC 401(K) PLAN | BATON ROUGE LA | 1,325 | $6.9M | $76K |
| 6 | ENDURO PIPELINE SERVICES, INC. ENDURO PIPELINE SERVICES 401(K) PLAN | TULSA OK | 124 | $11.2M | $18K |
| 7 | WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD IL | 342 | $6.0M | $17K |
| 8 | CAPITAL INVESTMENTS & VENTURES CORP PADI SAVINGS AND INVESTMENT PLAN | RANCHO SANTA MARGARITA CA | 182 | $43.8M | $7K |
| 9 | AMERICAN LABELMARK COMPANY AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 209 | $27.3M | $1K |
