Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding 2060 Target Date Retirement Fund in their Schedule of Assets, totaling $11.1M 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 | BREG, INC. BREG, INC. 401(K) PLAN | CARLSBAD CA | 569 | $42.2M | $5.0M |
| 2 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $4.9M |
| 3 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN |
| 412 |
| $14.5M |
| $375K |
| 4 | ABG OPERATING, LLC AMERICAN BATH GROUP 401(K) PLAN | SAVANNAH TN | 4,778 | $124.1M | $320K |
| 5 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $196K |
| 6 | MICHELSEN PACKAGING COMPANY MICHELSEN PACKAGING COMPANY 401K PLAN | YAKIMA WA | 150 | $70.1M | $170K |
| 7 | NELSON NAME PLATE COMPANY NELSON-MILLER, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 222 | $8.3M | $82K |
