Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Trgtdt 2035 R6 Registered investment company in their Schedule of Assets, totaling $175.7M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $91.6M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $31.0M |
| 3 | THE VERMONT COUNTRY STORE, INC. THE VERMONT COUNTRY STORE, INC. PROFIT SHARING PLAN |
MANCHESTER CENTER VT |
| 338 |
| $38.8M |
| $8.3M |
| 4 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $8.1M |
| 5 | HILITE INTERNATIONAL HILITE 401(K) RETIREMENT & SAVINGS PLAN | WHITEHALL MI | 282 | $30.1M | $5.7M |
| 6 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $5.3M |
| 7 | PRIORITY-1, INC. PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN | LITTLE ROCK AR | 858 | $54.1M | $4.6M |
| 8 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK NY | 120 | $44.1M | $3.4M |
| 9 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $2.8M |
| 10 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $2.6M |
