Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding American Funds 2060 Target Date Fund R6 '' in their Schedule of Assets, totaling $73.8M 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 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $10.3M |
| 2 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $7.5M |
| 3 | BRUNSWICK GROUP, LLC |
NEW YORK NY |
| 386 |
| $89.5M |
| $6.3M |
| 4 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $5.9M |
| 5 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $3.0M |
| 6 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $2.9M |
| 7 | STANLEY ELECTRIC HOLDING COMPANY OF AMERICA STANLEY ELECTRIC ASSOCIATES 401K PLAN | LONDON OH | 1,754 | $187.4M | $2.7M |
| 8 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $1.9M |
| 9 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $1.8M |
| 10 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $1.8M |
