Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2025 Target Date Retire R6 Mutual Funds in their Schedule of Assets, totaling $3.8M 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 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN | ISOLA MS | 142 | $11.9M | $3.1M |
| 2 | GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. THE THRIFT PLAN OF GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC. | BROOKLYN NY | 423 | $8.8M | $748K |
| 3 |
PHILADELPHIA PA |
| 124 |
| $15.0M |
| $27K |
