Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies American Funds American Funds Target Date Ret 2035 in their Schedule of Assets, totaling $3.6M 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 | THE MENNONITE HOME TANDEM LIVING SAVINGS AND RETIREMENT PLAN | LANCASTER PA | 564 | $24.5M | $3.6M |
