Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding American funds 2025 TRGT Date Retire R6 in their Schedule of Assets, totaling $147.4M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $16.6M |
| 2 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $15.0M |
| 3 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN |
CHARLOTTE NC |
| 1,363 |
| $116.3M |
| $9.0M |
| 4 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 4,169 | $143.9M | $7.9M |
| 5 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $5.7M |
| 6 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $5.4M |
| 7 | PLUMBERS' SUPPLY COMPANY PLUMBERS' SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | NEW BEDFORD MA | 289 | $46.1M | $5.2M |
| 8 | SHERRIFF-GOSLIN COMPANY SHERRIFF-GOSLIN COMPANY PROFIT SHARING PLAN | BATTLE CREEK MI | 152 | $10.2M | $4.0M |
| 9 | PSC CUSTOM LP POLAR SERVICE CENTER 401(K) PLAN | TAMPA FL | 0 | $0 | $3.8M |
| 10 | INDEPENDENT EMERGENCY PHYSICIANS, P.C. INDEPENDENT EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS MI | 264 | $112.9M | $3.6M |
