Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2060 Target Date Ret R2E* in their Schedule of Assets, totaling $1.2M 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 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $559K |
| 2 | ADA MOTORS, INC. DBA BURIEN TOYOTA SCION BURIEN TOYOTA/BURIEN CHEVROLET 401(K) PLAN | BURIEN WA | 85 | $10.9M | $246K |
| 3 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN |
COLORADO SPRINGS CO |
| 426 |
| $3.0M |
| $233K |
| 4 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN | COCONUT CREEK FL | 221 | $6.1M | $134K |
| 5 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $25K |
