Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Yourpath American Funds 2035 Moderate in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEXAS BANK TEXAS BANK 401(K) PLAN | BROWNWOOD TX | 324 | $22.8M | $1.7M |
| 2 | HABITAT FOR HUMANITY OF THE CHARLOTTE REGION HABITAT FOR HUMANITY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 211 | $6.2M | $847K |
| 3 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN |
CENTRAL ISLIP NY |
| 147 |
| $4.6M |
| $647K |
| 4 | KIPU HEALTH LLC KIPU HEALTH 401K PLAN | CORAL GABLES FL | 290 | $11.3M | $330K |
