Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $92.3M 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 | NEW RELIC, INC. NEW RELIC 401(K) PLAN | SAN FRANCISCO CA | 1,124 | $255.8M | $14.0M |
| 2 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN | PEACHTREE CITY GA | 3,530 | $202.1M | $7.9M |
| 3 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN |
ATLANTA GA |
| 5,066 |
| $65.4M |
| $7.6M |
| 4 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $7.0M |
| 5 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $6.5M |
| 6 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $5.6M |
| 7 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $5.6M |
| 8 | WIX.COM, INC. WIX.COM, INC. 401(K) PLAN | NEW YORK NY | 518 | $39.7M | $5.0M |
| 9 | MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW CA | 374 | $27.6M | $5.0M |
| 10 | VICE MEDIA ACQUISITION, LLC VICE MEDIA ACQUISITION, LLC 401(K) PLAN | BROOKLYN NY | 109 | $55.0M | $4.6M |
