Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund Class R-4 " 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COILPLUS, INC. COILPLUS, INC. RETIREMENT PLAN AND TRUST | ROSEMONT IL | 460 | $60.6M | $754K |
| 2 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $435K |
| 3 | ILLINOIS DERMATOLOGY INSTITUTE, LLC |
OAKBROOK IL |
| 190 |
| $20.6M |
| $412K |
| 4 | NORTHERN CLEARING INC. NORTHERN CLEARING 401(K) PLAN | ASHLAND WI | 236 | $25.7M | $371K |
