Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2025 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $21.9M 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 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $7.2M |
| 2 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $4.0M |
| 3 | TIREHUB, LLC TIREHUB 401(K) PLAN |
DUNWOODY GA |
| 1,556 |
| $64.7M |
| $3.8M |
| 4 | PROGRESSIVE DENTAL CONCEPTS, LLC PROGRESSIVE DENTAL CONCEPTS 401(K) SAVINGS PLAN | CAMP HILL PA | 177 | $7.3M | $2.0M |
| 5 | SAMUEL SHAPIRO & CO., INC. SAMUEL SHAPIRO & CO., INC. PROFIT SHARING TRUST | BALTIMORE MD | 136 | $17.5M | $1.3M |
| 6 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $1.1M |
| 7 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK NY | 229 | $21.8M | $946K |
| 8 | SIMSPACE CORPORATION SIMSPACE CORPORATION 401(K) PLAN | BOSTON MA | 172 | $13.0M | $478K |
| 9 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $414K |
| 10 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $182K |
