Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund® R6 Mutual fund - in their Schedule of Assets, totaling $38.2M 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 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $5.9M |
| 2 | LEHMAN-ROBERTS COMPANY LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN | MEMPHIS TN | 488 | $34.4M | $4.4M |
| 3 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN |
CANTON MA |
| 1,486 |
| $107.3M |
| $4.2M |
| 4 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $3.7M |
| 5 | GEOSPACE TECHNOLOGIES CORPORATION GEOSPACE TECHNOLOGIES CORPORATION EMPLOYEES' 401(K) RETIREMENT PLAN | HOUSTON TX | 470 | $66.9M | $3.2M |
| 6 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $2.7M |
| 7 | LATICRETE INTERNATIONAL, INC. LATICRETE INTERNATIONAL, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | BETHANY CT | 538 | $74.1M | $2.5M |
| 8 | MIDWAY FORD TRUCK CENTER, INC. MIDWAY FORD TRUCK CENTER, INC. 401(K) PLAN | KANSAS CITY MO | 196 | $27.3M | $1.7M |
| 9 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN | BUFFALO NY | 205 | $24.0M | $1.1M |
| 10 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $1.0M |
