Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds 2060 Target Date Ret. R6 in their Schedule of Assets, totaling $2.0M 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 | DIPLOMA HOLDINGS, INC DIPLOMA HOLDINGS, INC. 401(K) PLAN | CLEARWATER FL | 582 | $33.5M | $660K |
| 2 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $571K |
| 3 | TOLKO INDUSTRIES (U.S.) LTD. TOLKO INDUSTRIES (U. S. ) LTD 401(K) PLAN |
RENTON WA |
| 126 |
| $4.5M |
| $450K |
| 4 | LINCOLN LINCOLN NON-UNION 403B PLAN | OAKLAND CA | 194 | $5.4M | $199K |
| 5 | WENESCO RESTAURANT SYSTEMS INC WENESCO RESTAURANT SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 391 | $7.0M | $74K |
| 6 | KERN STEEL FABRICATION, INC. KERN STEEL FABRICATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BAKERSFIELD CA | 78 | $7.3M | $12K |
