Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Century One Choice 2060 Mutual fund in their Schedule of Assets, totaling $3.0M 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 | MERRILL GARDENS, LLC R.D. MERRILL COMPANIES 401(K) PLAN | SEATTLE WA | 2,857 | $50.4M | $1.5M |
| 2 | XPONENTIAL FITNESS LLC XPONENTIAL FITNESS LLC 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 461 | $12.7M | $826K |
| 3 | G.W. VAN KEPPEL COMPANY G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN |
KANSAS CITY MO |
| 278 |
| $22.6M |
| $391K |
| 4 | KAW VALLEY ENGINEERING, INC. KAW VALLEY ENGINEERING, INC. PROFIT SHARING/401(K) PLAN & TR | JUNCTION CITY KS | 163 | $7.8M | $223K |
| 5 | DONNA MEDICAL CLINIC, P.A. DONNA MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | MCALLEN TX | 117 | $7.5M | $6K |
