Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fd 2065 Target Rtrmt R6 Registered Investment Company in their Schedule of Assets, totaling $68K 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 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC LAKESIDE CAPITAL GROUP MANAGEMENT, LLC 401(K) PLAN | COEUR DALENE ID | 216 | $8.1M | $53K |
| 2 | PLYMOUTH POULTRY COMPANY PLYMOUTH POULTRY COMPANY RETIREMENT PLAN | AUBURN WA | 262 | $22.5M | $10K |
| 3 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. |
TACOMA WA |
| 216 |
| $52.3M |
| $5K |
