Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 5 Charles Schwab Trust Bank American Funds 2065 Target Date Retirement Fund in their Schedule of Assets, totaling $35K 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 | CLASSY CLOSETS ETC., INC. CLASSY CLOSETS ETC., INC. 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 137 | $3.6M | $35K |
