Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds 2060 Target Date Retire r6 Mutual fund in their Schedule of Assets, totaling $22.7M 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 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $5.2M |
| 2 | MAS BUILDING & BRIDGE, INC. MAS BUILDING & BRIDGE, INC. RETIREMENT PLAN | NORFOLK MA | 170 | $15.4M | $2.1M |
| 3 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN |
MENDOTA HEIGHTS MN |
| 1,029 |
| $129.0M |
| $1.9M |
| 4 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $1.7M |
| 5 | ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER FL | 677 | $54.4M | $1.2M |
| 6 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $1.1M |
| 7 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $1.1M |
| 8 | SHANNON & WILSON, INC. SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST | SEATTLE WA | 373 | $129.9M | $831K |
| 9 | PDS ADMINISTRATION COMPANY, INC. PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN | DUBLIN OH | 200 | $13.6M | $828K |
| 10 | SEABREEZE MANAGEMENT COMPANY, INC. SEABREEZE RETIREMENT SAVINGS PLAN | ALISO VIEJO CA | 677 | $10.7M | $735K |
