Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2060 Target Date Pooled separate account in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $625K |
| 2 | RIVER BANK AND TRUST RIVER BANK AND TRUST 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | PRATTVILLE AL | 327 | $24.5M | $583K |
| 3 | WISCONSIN VISION, INC. WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLAN |
NEW BERLIN WI |
| 235 |
| $19.2M |
| $347K |
| 4 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $292K |
| 5 | SYSTEM RESOURCES TELECOM, LLC SYSTEM RESOURCES TELECOM 401(K) PLAN | BATON ROUGE LA | 212 | $4.3M | $216K |
| 6 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $98K |
| 7 | HOSPICE FOUNDATION OF GREATER BATON ROUGE HOSPICE FOUNDATION OF GREATER BATON ROUGE 401K PLAN | BATON ROUGE LA | 143 | $6.0M | $56K |
| 8 | YZER LLC YZER, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 428 | $551K | $7K |
