Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds 2025 Target Date Retire R6 " in their Schedule of Assets, totaling $16.0M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $4.2M |
| 2 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $3.5M |
| 3 | AERO PRECISION HOLDINGS LP |
MIRAMAR FL |
| 228 |
| $23.9M |
| $3.2M |
| 4 | KING RISK PARTNERS, LLC KING INSURANCE 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 288 | $6.9M | $1.4M |
| 5 | EMPLOYEE BENEFIT MANAGEMENT SERVICES, INC. EBMS RETIREMENT PLAN | BILLINGS MT | 346 | $14.8M | $904K |
| 6 | VPNE PARKING SOLUTIONS, LLC VPNE PARKING SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 2,269 | $17.7M | $832K |
| 7 | ALLEN, ALLEN, ALLEN & ALLEN CORPORATION ALLEN, ALLEN, ALLEN & ALLEN RETIREMENT SAVINGS PLAN | RICHMOND VA | 173 | $60.6M | $779K |
| 8 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $543K |
| 9 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN | GAYS MILLS WI | 131 | $6.7M | $362K |
| 10 | ALTANO U.S., LLC ALTANO U.S., LLC 401(K) PLAN | LEXINGTON KY | 183 | $3.8M | $147K |
