Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Target Date Retirement 2015 R6 Fund " in their Schedule of Assets, totaling $4.3M 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 | NOVATEUR EDUCATION, INC. NOVATEUR EDUCATION, INC. RETIREMENT PLAN | VIRGINIA BEACH VA | 2,192 | $124.1M | $1.2M |
| 2 | EQUITY RESIDENTIAL EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,323 | $326.5M | $1.2M |
| 3 | COPA HEALTH, INC. COPA HEALTH 403(B) RETIREMENT PLAN |
MESA AZ |
| 773 |
| $12.7M |
| $448K |
| 4 | PACKAGING SERVICES OF MARYLAND, INC. PACKAGING SERVICES OF MARYLAND, INC. 401(K) PLAN | WILLIAMSPORT MD | 221 | $18.1M | $438K |
| 5 | TWIN CITIES PUBLIC TELEVISION TWIN CITIES PUBLIC TELEVISION 401(K) PLAN | SAINT PAUL MN | 231 | $31.9M | $302K |
| 6 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $294K |
| 7 | BH MANAGEMENT SERVICES, LLC BH MANAGEMENT 401(K) PLAN | DES MOINES IA | 2,635 | $58.7M | $188K |
| 8 | SCHWEGMAN LUNDBERG & WOESSNER, P.A. SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 209 | $121.5M | $101K |
| 9 | HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 198 | $16.0M | $39K |
| 10 | SEVEN COUNTIES SERVICES SEVEN COUNTIES SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 1,470 | $50.5M | $20K |
