Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2060 Target Date Fund Mutual Fund NR in their Schedule of Assets, totaling $1.2M 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 | SWOON GROUP, LLC SWOON GROUP, LLC RETIREMENT PLAN | CHICAGO IL | 297 | $8.8M | $778K |
| 2 | AMERICA VOTES, INC. AMERICA VOTES 401(K) PLAN | WASHINGTON DC | 77 | $8.1M | $421K |
