Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Annuity Insurance Company of America Great Gray Trust American Funds 2035 I in their Schedule of Assets, totaling $7.7M 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 | PLAN FIDUCIARY SERVICES, INC. ONEDIGITAL OPEN POOLED EMPLOYER PLAN | CLEARWATER FL | 4,946 | $93.6M | $5.1M |
| 2 | COMMUNITY HERITAGE FINANCIAL COMMUNITY HERITAGE FINANCIAL 401 (K) PLAN | MIDDLETOWN MD | 173 | $10.3M | $1.9M |
| 3 | DOOLEY'S PETROLEUM, INC. DOOLEY'S PETROLEUM, INC. 401(K) PROFIT SHARING PLAN |
WILLMAR MN |
| 192 |
| $11.8M |
| $772K |
