Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund " in their Schedule of Assets, totaling $73.9M 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 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $9.1M |
| 2 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $8.4M |
| 3 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN |
DALLAS TX |
| 418 |
| $109.5M |
| $6.2M |
| 4 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,114 | $272.6M | $3.8M |
| 5 | CREW TRAINING INTERNATIONAL, INC. CREW TRAINING INTERNATIONAL, INC, 401K PLAN | MEMPHIS TN | 458 | $38.4M | $3.0M |
| 6 | ONEPOINT HRO, LLC ONEPOINT HRO, LLC MULTIPLE EMPLOYER 401(K) PLAN | ENGLEWOOD CO | 2,151 | $44.9M | $3.0M |
| 7 | THE GUARDIAN FOUNDATION, INC. THE GUARDIAN FOUNDATION, INC. RETIREMENT PLAN | OOLTEWAH TN | 1,642 | $33.0M | $3.0M |
| 8 | ROBERT'S HAWAII, INC. 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES | HONOLULU HI | 1,140 | $32.6M | $2.7M |
| 9 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN | DANVILLE IL | 1,552 | $75.6M | $2.6M |
| 10 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $2.5M |
