Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $11.5M 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 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $5.0M |
| 2 | SAUCE LABS, INC. SAUCE LABS, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 156 | $22.9M | $1.6M |
| 3 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN |
CHARM OH |
| 579 |
| $31.1M |
| $678K |
| 4 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $662K |
| 5 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $655K |
| 6 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 353 | $79.9M | $651K |
| 7 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $643K |
| 8 | ARENA ENERGY, LLC ARENA ENERGY, LLC PROFIT SHARING AND 401(K) PLAN | THE WOODLANDS TX | 449 | $70.0M | $386K |
| 9 | BRITISH AIRWAYS PLC BRITISH AIRWAYS SAVINGS PLAN | NEW YORK NY | 1,196 | $232.5M | $324K |
| 10 | ENTERTAINMENT EARTH, LLC ENTERTAINMENT EARTH, LLC 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 192 | $9.6M | $312K |
