Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding American Funds 2060 Target Date Mutual fund in their Schedule of Assets, totaling $50.7M 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 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $9.6M |
| 2 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $5.8M |
| 3 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN |
PENSACOLA FL |
| 5,316 |
| $298.0M |
| $5.3M |
| 4 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $4.1M |
| 5 | FAVORITE HEALTHCARE STAFFING LLC FAVORITE HEALTHCARE STAFFING 401(K) PLAN | OVERLAND PARK KS | 2,105 | $38.6M | $3.0M |
| 6 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $2.8M |
| 7 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $2.7M |
| 8 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $1.7M |
| 9 | SIFIVE, INC. SIFIVE, INC. 401(K) PLAN | SANTA CLARA CA | 174 | $23.6M | $1.5M |
| 10 | DEVELOPMENT HOMES, INC. DEVELOPMENT HOMES, INC. 401(K) PLAN | COPPELL TX | 416 | $14.5M | $1.2M |
