Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2060 Target Date Retire Registered investment company in their Schedule of Assets, totaling $757K 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 | WESTMORELAND MECHANICAL TESTING AND RESEARCH WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN | YOUNGSTOWN PA | 176 | $13.3M | $436K |
| 2 | LHC, INCORPORATED LHC, INCORPORATED/THOMPSON RIVER LUMBER 401(K) PROFIT SHARING PLAN | KALISPELL MT | 234 | $13.0M | $321K |
