Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds 2060 Target date in their Schedule of Assets, totaling $16.4M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $2.8M |
| 2 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $1.9M |
| 3 | DAKOTALAND FEDERAL CREDIT UNION |
HURON SD |
| 173 |
| $19.2M |
| $1.6M |
| 4 | HINO MOTORS MANUFACTURING U.S.A., INC. HINO MOTORS MANUFACTURING U.S.A., INC. 401(K) PROFIT SHARING PLAN | NOVI MI | 2,069 | $55.1M | $1.3M |
| 5 | INTEGRA CAPITAL GROUP, INC. CENTURY BUSINESS SOLUTIONS 401(K) PLAN | IRVINE CA | 154 | $7.1M | $1.3M |
| 6 | CUMBERLAND VALLEY NATIONAL BANK CUMBERLAND VALLEY FINANCIAL CORPORATION SAVINGS & RETIREMENT PLAN | LONDON KY | 144 | $16.9M | $822K |
| 7 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $650K |
| 8 | SUPERIOR BEVERAGE GROUP, LTD. SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | LEWIS CENTER OH | 549 | $49.8M | $649K |
| 9 | SAVINGS BANK OF MENDOCINO COUNTY SAVINGS BANK OF MENDOCINO COUNTY 401(K) AND PROFIT SHARING PLAN | UKIAH CA | 177 | $24.7M | $580K |
| 10 | PACIFIC INDUSTRIES USA PACIFIC MANUFACTURING OHIO, INC. 401(K) | FAIRFIELD OH | 1,190 | $16.3M | $552K |
