Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds 2025 Target R6 - in their Schedule of Assets, totaling $22.9M 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 | YASKAWA AMERICA, INC. YASKAWA AMERICA, INC. 401(K) PLAN | WAUKEGAN IL | 1,589 | $379.4M | $15.2M |
| 2 | UNIVERSITY HEALTH PHYSICIANS UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN | KANSAS CITY MO | 388 | $253.9M | $3.1M |
| 3 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN |
NEW YORK NY |
| 389 |
| $104.9M |
| $1.2M |
| 4 | IBEW LOCAL 712 PROFIT SHARING PLAN IBEW LOCAL 712 PROFIT SHARING PLAN | PITTSBURGH PA | 1,503 | $96.9M | $1.0M |
| 5 | THE ULVEN COMPANIES THE ULVEN COMPANIES 401(K) PLAN | HUBBARD OR | 76 | $7.1M | $754K |
| 6 | BENTALLGREENOAK (U.S.), LIMITED PARTNERSHIP BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN | SEATTLE WA | 243 | $58.8M | $699K |
| 7 | HOSPICE OF WASHINGTON COUNTY, INC. 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. | HAGERSTOWN MD | 115 | $5.8M | $604K |
| 8 | PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN PLUMBERS & PIPEFITTERS LOCAL 760 SAVINGS AND INVESTMENT PLAN | MUSCLE SHOALS AL | 1,444 | $68.2M | $210K |
| 9 | DAIWA CAPITAL MARKETS AMERICA INC. DAIWA CAPITAL MARKETS AMERICA INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 301 | $155.1M | $105K |
| 10 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $2K |
