Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN FUNDS 2025 TARGET MUTUAL FUNDS in their Schedule of Assets, totaling $700K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $361K |
| 2 | MERCURY AVIATION COMPANIES, LLC MERCURY AVIATION 401(K) PLAN | TORRANCE CA | 122 | $6.6M | $322K |
| 3 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN |
CLINTON TOWNSHIP MI |
| 338 |
| $42.5M |
| $17K |
