Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Trgt Date Ret 2035 R6 Mutual fund # in their Schedule of Assets, totaling $9.9M 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 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $2.8M |
| 2 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN | YORK PA | 108 | $17.1M | $1.6M |
| 3 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS |
DALLAS TX |
| 492 |
| $60.9M |
| $1.4M |
| 4 | JEWISH FAMILY SERVICE JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN | SEATTLE WA | 107 | $9.9M | $1.2M |
| 5 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $1.0M |
| 6 | ELCOR OPERATING COMPANY, LLC ELCOR OPERATING COMPANY, LLC 401(K) PLAN | HORSEHEADS NY | 348 | $10.8M | $877K |
| 7 | BCT LLC BCT LLC 401(K) AND PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 81 | $14.7M | $300K |
| 8 | SNOW PARTNERS LLC SNOW PARTNERS LLC 401(K) PLAN | VERNON NJ | 309 | $3.6M | $218K |
| 9 | CALIFORNIA RURAL INDIAN HEALTH BOARD, INC. CRIHB 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 86 | $6.4M | $207K |
| 10 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 385 | $22.4M | $203K |
