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 Retirement 2015 - in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $2.1M |
| 2 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $1.3M |
| 3 | M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN |
ASHEVILLE NC |
| 586 |
| $37.7M |
| $1.3M |
| 4 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR ME | 782 | $41.9M | $921K |
| 5 | SIEMER MILLING COMPANY SIEMER MILLING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TEUTOPOLIS IL | 187 | $85.5M | $887K |
| 6 | NORTHWESTERN HEALTH SCIENCES UNIVERSITY NORTHWESTERN HEALTH SCIENCES UNIVERSITY DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN | 232 | $41.5M | $680K |
| 7 | BHI SENIOR LIVING, INC. BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN | INDIANAPOLIS IN | 1,740 | $52.2M | $550K |
| 8 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $363K |
| 9 | COMMUNITY LEGAL AID, INC. COMMUNITY LEGAL AID 401(K) PLAN | WORCESTER MA | 180 | $12.8M | $349K |
| 10 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLAN | MINNEAPOLIS MN | 228 | $31.0M | $271K |
