Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds 2025 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $33.6M 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 | MULLER MARTINI CORP. MULLER MARTINI 401K SUPER SAVINGS INVESTMENT PLAN | HAUPPAUGE NY | 117 | $57.2M | $7.0M |
| 2 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $4.8M |
| 3 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. |
ATLANTA GA |
| 4,480 |
| $92.2M |
| $4.3M |
| 4 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $2.7M |
| 5 | BARD MANUFACTURING COMPANY, INC. BARD MANUFACTURING COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN | BRYAN OH | 763 | $43.6M | $2.3M |
| 6 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $1.5M |
| 7 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $1.5M |
| 8 | RUSMUR FLOORS INC RUSMUR FLOORS INC 401(K) PROFIT SHARING PLAN & TRUST | BRIDGEVILLE PA | 144 | $14.4M | $1.5M |
| 9 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $1.4M |
| 10 | PAYMAX SERVICES, INC. PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 155 | $8.6M | $947K |
