Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2025 Target Date Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | VENTURA COUNTY CREDIT UNION VENTURA COUNTY CREDIT UNION 401(K) PROFIT SHARING PLAN | VENTURA CA | 178 | $22.1M | $1.1M |
| 2 | THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS 403(B) PLAN | RANCHO MIRAGE CA | 130 | $7.9M | $375K |
