Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2025 Target Date Ret. Fund Mutual Fund in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETER-DEFRIES CORPORATION DIONS 401(K) PLAN | ALBUQUERQUE NM | 461 | $19.5M | $3.0M |
| 2 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $2.1M |
| 3 | ZESTFINANCE, INC. D/B/A ZEST AI ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST |
BURBANK CA |
| 135 |
| $16.2M |
| $511K |
| 4 | PRIMARY CARE CENTERS OF EASTERN KENTUCKY PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN | HAZARD KY | 295 | $13.1M | $468K |
| 5 | VERTEX EDUCATION, LLC VERTEX EDUCATION, LLC 401(K) PLAN | CHANDLER AZ | 268 | $12.9M | $344K |
| 6 | USHIP, INC USHIP, INC. 401(K) PLAN | AUSTIN TX | 114 | $16.0M | $73K |
| 7 | SIGN ENGINEERING, LLC PLAN DE RETIRO PARA EMPLEADOS DE SIGN ENGINEERING, LLC | GUAYNABO PR | 126 | $367K | $18K |
