Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Trgt Date Ret 2035 R4 American Funds 0 in their Schedule of Assets, totaling $13.0M 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 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $2.1M |
| 2 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN | ROLLING MEADOWS IL | 126 | $23.5M | $1.6M |
| 3 | GREENLEAF CORPORATION GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN |
SAEGERTOWN PA |
| 292 |
| $56.6M |
| $1.5M |
| 4 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $1.3M |
| 5 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $1.2M |
| 6 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $1.1M |
| 7 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $1.0M |
| 8 | JONES LUMBER COMPANY, INC JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN | LYNWOOD CA | 136 | $15.0M | $805K |
| 9 | LAKEVIEW HEALTH SERVICES, INC. LAKEVIEW HEALTH 401(K) PLAN | GENEVA NY | 133 | $5.5M | $723K |
| 10 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $586K |
