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 Retirement Fund Class R6 Mutual fund in their Schedule of Assets, totaling $28.9M 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 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $11.4M |
| 2 | ALIGN TECHNOLOGY, INC. ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 1,988 | $412.1M | $7.6M |
| 3 | TRUE NORTH MANAGEMENT, LLC TRUENORTH 401K PLAN |
BRECKSVILLE OH |
| 928 |
| $30.1M |
| $4.6M |
| 4 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $2.2M |
| 5 | H.G. WEBER & CO., INC. H.G. WEBER COMPANY EMPLOYEES' TRUST | KIEL WI | 98 | $11.1M | $796K |
| 6 | PCE INC PCE INC 401(K) PLAN | LINCOLN NE | 98 | $19.4M | $779K |
| 7 | RODAN & FIELDS, LLC RODAN & FIELDS, LLC 401(K) PLAN | SAN RAMON CA | 364 | $48.6M | $378K |
| 8 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $325K |
| 9 | HAGERMAN CONSTRUCTION CORPORATION THE HAGERMAN GROUP 401(K) PLAN | FORT WAYNE IN | 201 | $17.7M | $308K |
| 10 | M2GEN, CORP. M2GEN 401(K) PLAN | HUDSON FL | 0 | $2.7M | $285K |
