Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds 2025 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $37.4M 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 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $8.0M |
| 2 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $6.0M |
| 3 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN |
CLEARWATER FL |
| 2,391 |
| $101.7M |
| $4.3M |
| 4 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $3.8M |
| 5 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $2.5M |
| 6 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $2.3M |
| 7 | ACE DISPOSAL, INC. ACE DISPOSAL RETIREMENT PLAN | WEST VALLEY CITY UT | 386 | $26.3M | $1.5M |
| 8 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $1.5M |
| 9 | BURGERVILLE, LLC BURGERVILLE, LLC 401(K) PLAN | VANCOUVER WA | 162 | $8.2M | $1.5M |
| 10 | PRESTIGE MANAGEMENT SERVICES, INC. PRESTIGE EMPLOYEES' 401(K) PLAN | MAHWAH NJ | 96 | $20.0M | $1.2M |
