Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Target Date Retirement 2035 R6 # in their Schedule of Assets, totaling $33.5M 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 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $8.3M |
| 2 | STRATEGIC VALUE PARTNERS, LLC STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | GREENWICH CT | 161 | $34.5M | $4.7M |
| 3 | CALFRAC WELL SERVICES CORP. |
DENVER CO |
| 733 |
| $50.6M |
| $3.9M |
| 4 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $3.3M |
| 5 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $2.5M |
| 6 | SPRINTER SERVICES, INC. SPRINTER SERVICES, INC. 401(K) PLAN | GRANDVILLE MI | 255 | $11.5M | $1.5M |
| 7 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $1.4M |
| 8 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $1.3M |
| 9 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $1.3M |
| 10 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $1.2M |
