Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding American Funds 2060 Target Date Retirement # in their Schedule of Assets, totaling $29.5M 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 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $9.6M |
| 2 | THE CINCINNATI REDS, LLC THE CINCINNATI REDS 401(K) PLAN | CINCINNATI OH | 520 | $52.5M | $2.3M |
| 3 | MERRILL TECHNOLOGIES GROUP INC MERRILL TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
SAGINAW MI |
| 428 |
| $46.2M |
| $2.1M |
| 4 | MNO-BMADSEN MB 401(K) PLAN | DOWAGIAC MI | 306 | $22.4M | $1.7M |
| 5 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $1.6M |
| 6 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $1.3M |
| 7 | THE DIME BANK THE DIME BANK 401(K) PLAN | HONESDALE PA | 161 | $23.0M | $1.2M |
| 8 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $1.0M |
| 9 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $793K |
| 10 | NICO PRODUCTS, INC. THE LINDGREN GROUP 401(K) PLAN | MINNEAPOLIS MN | 230 | $15.3M | $790K |
