Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2025 Target Date Fund R6 Mutual fund (1) in their Schedule of Assets, totaling $9.1M 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 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $4.8M |
| 2 | ACENDAS LLC ACENDAS LLC SAVINGS PLAN | OVERLAND PARK KS | 77 | $8.8M | $1.5M |
| 3 | USSC ACQUISITION CORP. USSC RETIREMENT PLAN |
| 339 |
| $16.1M |
| $1.5M |
| 4 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN | PHILADELPHIA PA | 452 | $12.1M | $1.2M |
| 5 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN | PHILADELPHIA PA | 117 | $1.6M | $173K |
