Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 247 U.S. retirement plans report holding American Funds 2025 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $518.7M 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 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 31,651 | $563.8M | $37.6M |
| 2 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $33.4M |
| 3 | CBIZ, INC. |
CLEVELAND OH |
| 6,992 |
| $1.4B |
| $30.1M |
| 4 | CROWE & DUNLEVY, A PROFESSIONAL CORPORATION CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLAN | OKLAHOMA CITY OK | 181 | $188.2M | $26.4M |
| 5 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $14.0M |
| 6 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $13.7M |
| 7 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $13.5M |
| 8 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $12.8M |
| 9 | BROWN PHYSICIANS, INC. BROWN PHYSICIANS, INC. 401(A) PLAN | PROVIDENCE RI | 1,424 | $326.3M | $12.0M |
| 10 | OCEANFIRST BANK RETIREMENT PLAN FOR OCEANFIRST BANK | TOMS RIVER NJ | 880 | $109.6M | $11.8M |
