Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fds 2065 Tar Ret R6 Mutual fund in their Schedule of Assets, totaling $456K 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 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $153K |
| 2 | SAFE HORIZON, INC. SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $20.7M | $152K |
| 3 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN |
BAR HARBOR ME |
| 556 |
| $49.6M |
| $151K |
