Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds 2025 Trgt Date Retire R6 Mutual fund n/a in their Schedule of Assets, totaling $14.0M 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 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN | LINCOLN NE | 259 | $23.2M | $3.9M |
| 2 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $2.5M |
| 3 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN |
WOODBRIDGE VA |
| 1,736 |
| $53.7M |
| $2.0M |
| 4 | DELAWARE NATION ECONOMIC DEVELOPMENT AUTHORITY DELAWARE NATION COMPANIES RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 1,483 | $38.9M | $1.8M |
| 5 | GARY AMOTH TRUCKING, INC. GARY AMOTH TRUCKING, INC. 401(K) PLAN | TWIN FALLS ID | 190 | $6.5M | $791K |
| 6 | CAMPBELL BEWLEY, INC. BEWLEY'S USA SAVINGS PLAN | BILLERICA MA | 232 | $4.1M | $788K |
| 7 | FOAM SEAL, INC. FOAM SEAL, INC. 401(K) PLAN | CLEVELAND OH | 125 | $6.9M | $674K |
| 8 | LOS ANGELES COUNTY FAIR ASSOCIATION LOS ANGELES COUNTY FAIR ASSOCIATION 401(K) PROFIT SHARING PLAN | POMONA CA | 261 | $11.8M | $455K |
| 9 | NEW WOOD RESOURCES, LLC WOOD RESOURCES EMPLOYEE SAVINGS PLAN | LOUISVILLE MS | 242 | $6.7M | $394K |
| 10 | THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS OH | 183 | $24.8M | $332K |
