Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PLAN NUMBER 001 PLAN YEAR 01/01/2022 TO 12/31/2022 American Funds American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund in their Schedule of Assets, totaling $258K 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 | ASPIDA FINANCIAL SERVICES, LLC ASPIDA FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DURHAM NC | 133 | $12.5M | $258K |
