Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $21.0M 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 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $9.1M |
| 2 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 353 | $79.9M | $2.9M |
| 3 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN |
THE WOODLANDS TX |
| 449 |
| $70.0M |
| $2.7M |
| 4 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $1.6M |
| 5 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $1.2M |
| 6 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $1.1M |
| 7 | SAUCE LABS, INC. SAUCE LABS, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 156 | $22.9M | $761K |
| 8 | KAPLAN DEVELOPMENT GROUP LLC KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 920 | $4.9M | $557K |
| 9 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $382K |
| 10 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $353K |
