Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 104 U.S. retirement plans report holding American Funds 2025 Target Date Retirement fund Mutual Fund in their Schedule of Assets, totaling $202.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $14.4M |
| 2 | LGC LGC 401(K) SAVINGS PLAN | MANCHESTER NH | 1,210 | $110.1M | $12.0M |
| 3 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN |
WOONSOCKET RI |
| 3,330 |
| $350.0M |
| $10.2M |
| 4 | PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK NEW YORK PHILHARMONIC 403(B) RETIREMENT PLAN | NEW YORK NY | 213 | $75.3M | $9.8M |
| 5 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $9.4M |
| 6 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $8.5M |
| 7 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $8.1M |
| 8 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $7.7M |
| 9 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $6.5M |
| 10 | BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO VT | 352 | $28.7M | $5.1M |
