Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $97.9M 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 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $29.0M |
| 2 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $12.4M |
| 3 | KAROUN DAIRIES, LLC |
SAN FERNANDO CA |
| 1,752 |
| $163.8M |
| $10.7M |
| 4 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $6.9M |
| 5 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $6.0M |
| 6 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $3.8M |
| 7 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $3.0M |
| 8 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 366 | $40.3M | $2.6M |
| 9 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $2.5M |
| 10 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $2.2M |
