Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding American Funds 2060 Target Date Fund R6 Mutual fund - in their Schedule of Assets, totaling $30.1M 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 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY OK | 2,322 | $67.8M | $4.5M |
| 2 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $3.9M |
| 3 | THE JOHN R. MCADAMS COMPANY, INC. |
RALEIGH NC |
| 490 |
| $42.5M |
| $2.8M |
| 4 | PRECISION DRILLING (US) CORPORATION PRECISION DRILLING (US) CORPORATION 401(K) PLAN | HOUSTON TX | 1,290 | $86.1M | $1.6M |
| 5 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $1.6M |
| 6 | EXXEL PACIFIC, INC. EXXEL PACIFIC, INC. BENEFIT PLAN | BELLINGHAM WA | 150 | $31.5M | $1.3M |
| 7 | BROWNS MEDICAL IMAGING, LLC BROWNS MEDICAL IMAGING LLC RETIREMENT SAVINGS PLAN | OMAHA NE | 154 | $17.9M | $1.2M |
| 8 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $1.2M |
| 9 | GO PHYSICAL THERAPY, LLC GO PHYSICAL THERAPY 401(K) PLAN | GRAND ISLAND NE | 432 | $45.2M | $1.1M |
| 10 | RECURLY, INC. RECURLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 224 | $18.8M | $937K |
