Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2060 Target Date Fund Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $417K |
| 2 | MILLENNIAL RESTAURANT GROUP, LLC MILLENNIAL RESTAURANT GROUP 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 426 | $2.3M | $263K |
| 3 | ESTES HEATING & AIR CONDITIONING, INC. |
ATLANTA GA |
| 170 |
| $12.4M |
| $213K |
| 4 | AIRES, LLC AIRES, LLC 401(K) PLAN | PHOENIX AZ | 840 | $3.6M | $120K |
| 5 | CONNECTICUT FOODSHARE INC. THE CONNECTICUT FOODSHARE, INC. RETIREMENT PLAN | WALLINGFORD CT | 118 | $6.6M | $71K |