Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund Mutual fund N/A in their Schedule of Assets, totaling $14.5M 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 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $3.8M |
| 2 | TREAN CORPORATION TREAN CORPORATION 401(K) PLAN | WAYZATA MN | 306 | $30.3M | $2.3M |
| 3 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN |
| 490 |
| $48.4M |
| $1.9M |
| 4 | VANDEVERE, INC. VANDEVERE 401K PROFIT SHARING PLAN AND TRUST | AKRON OH | 358 | $24.9M | $1.7M |
| 5 | THE GREAT LAKES CONSTRUCTION CO. THE GREAT LAKES CONSTRUCTION CO. AND RELATED COMPANIES 401(K) RETIREMENT PLAN | HINCKLEY OH | 150 | $37.0M | $1.3M |
| 6 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WOODRIDGE IL | 315 | $56.4M | $1.1M |
| 7 | V3 COMPANIES, LTD. V3 COMPANIES, LTD. 401(K) PLAN | WOODRIDGE IL | 351 | $76.3M | $808K |
| 8 | STEVENS COMMUNITY MEDICAL CENTER STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLAN | MORRIS MN | 219 | $13.2M | $475K |
| 9 | MME, INC. MME, INC. 401(K) PLAN | BISMARCK ND | 0 | $0 | $372K |
| 10 | FLEX TECHNOLOGIES, INC. FLEX TECHNOLOGIES, INC. EMPLOYEES SAVINGS RETIREMENT PLAN | MIDVALE OH | 120 | $1.3M | $372K |
