Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds 2025 Target Date Retirement # in their Schedule of Assets, totaling $42.7M 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 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $6.1M |
| 2 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $4.4M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
SAGINAW MI |
| 428 |
| $46.2M |
| $4.3M |
| 4 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $3.0M |
| 5 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $2.5M |
| 6 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW RESOURCES, INC | NEW BRITAIN CT | 2,205 | $16.4M | $2.5M |
| 7 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN | MINNEAPOLIS MN | 228 | $20.1M | $2.3M |
| 8 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $2.1M |
| 9 | NICO PRODUCTS, INC. THE LINDGREN GROUP 401(K) PLAN | MINNEAPOLIS MN | 230 | $15.3M | $1.9M |
| 10 | WESTERN DISTRIBUTING COMPANY WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST | DENVER CO | 282 | $17.8M | $1.8M |
