Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company American Funds Target Date 2035 Fund in their Schedule of Assets, totaling $11.5M 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 | EASTPORT HOLDINGS, LLC EASTPORT HOLDINGS, LLC 401(K) PLAN | MEMPHIS TN | 468 | $69.5M | $7.1M |
| 2 | YUSA CORPORATION YUSA CORPORATION 401(K) PLAN | WASHINGTON COURT HOUSE OH | 353 | $22.3M | $3.8M |
| 3 | SURACK ENTERPRISES CORP SURACK ENTERPRISES CORP 401(K) PLAN |
FORT WAYNE IN |
| 629 |
| $10.9M |
| $634K |
