Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 214 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $426.7M 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 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $33.4M |
| 2 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $30.1M |
| 3 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN |
RALEIGH NC |
| 2,315 |
| $289.8M |
| $14.0M |
| 4 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $13.7M |
| 5 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $13.5M |
| 6 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $12.8M |
| 7 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $12.0M |
| 8 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $11.8M |
| 9 | VCC BUILD RETIREMENT PLAN | LITTLE ROCK AR | 578 | $80.7M | $10.7M |
| 10 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $9.1M |
