Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds 2025 Target Date Mutual fund in their Schedule of Assets, totaling $75.8M 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 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $21.2M |
| 2 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $13.9M |
| 3 | ALVOGEN GROUP, INC. |
NORWICH NY |
| 576 |
| $105.6M |
| $7.4M |
| 4 | AMERICAN CRANE & EQUIPMENT CORPORATION AMERICAN CRANE & EQUIPMENT CORPORATION 401(K) PLAN | DOUGLASSVILLE PA | 196 | $26.6M | $4.1M |
| 5 | INLINE PLASTICS CORP. INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN | SHELTON CT | 716 | $39.6M | $3.3M |
| 6 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $2.8M |
| 7 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $2.3M |
| 8 | SIFIVE, INC. SIFIVE, INC. 401(K) PLAN | SANTA CLARA CA | 174 | $23.6M | $2.0M |
| 9 | UPLAND HILLS HEALTH, INC. UPLAND HILLS HEALTH 403(B) RETIREMENT PLAN | DODGEVILLE WI | 657 | $78.6M | $1.8M |
| 10 | GRAHAM ENTERPRISE, INC. GRAHAM ENTERPRISE 401(K) PROFIT SHARING PLAN | VERNON HILLS IL | 223 | $26.1M | $1.7M |
