Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American Funds 2060 Target Date Fund ....................................... in their Schedule of Assets, totaling $56.2M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $7.5M |
| 2 | BRAKEBUSH BROTHERS, INC. BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN | WESTFIELD WI | 2,081 | $117.7M | $5.0M |
| 3 | NETSPI, LLC NETSPI 401(K) P/S PLAN |
| 490 |
| $33.5M |
| $4.6M |
| 4 | CELLULAR SALES OF KNOXVILLE, INC. CELLULAR SALES OF KNOXVILLE, INC. 401(K) PLAN | KNOXVILLE TN | 4,589 | $90.7M | $4.2M |
| 5 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $3.8M |
| 6 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $3.7M |
| 7 | POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY 401(K) PLAN | PIPERTON TN | 283 | $97.0M | $2.9M |
| 8 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $2.2M |
| 9 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $2.1M |
| 10 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $1.5M |
