Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $75.0M 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 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $17.5M |
| 2 | AAA NORTHEAST AAA NORTHEAST RETIREMENT PLAN | PROVIDENCE RI | 3,718 | $358.2M | $9.4M |
| 3 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN |
PORTSMOUTH NH |
| 1,267 |
| $242.2M |
| $5.4M |
| 4 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $3.9M |
| 5 | CENTURY COMMUNITIES, INC. CENTURY COMMUNITIES, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 1,869 | $113.2M | $3.2M |
| 6 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $3.2M |
| 7 | MERCALIS INC MERCALIS INC. 401(K) PROFIT PLAN AND TRUST | MORRISVILLE NC | 1,309 | $69.2M | $2.4M |
| 8 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $2.4M |
| 9 | NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. NATIONAL ACADEMY OF RECORDING ARTS & SCIENCES, INC. 401(K) RETIREMENT PLAN | SANTA MONICA CA | 341 | $63.3M | $2.1M |
| 10 | HEADLANDS TECH ORGANIZATION, LLC HEADLANDS TECH ORGANIZATION, LLC | CHICAGO IL | 115 | $25.7M | $1.8M |
