Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund Mutual Fund NR in their Schedule of Assets, totaling $7.3M 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 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $3.5M |
| 2 | FINZER ROLLER, INC FINZER ROLLER, INC. SALARY SAVINGS PLAN | ITASCA IL | 291 | $28.8M | $1.3M |
| 3 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 110 |
| $14.1M |
| $952K |
| 4 | TORTI GALLAS AND PARTNERS, INC. TORTI GALLAS AND PARTNERS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 100 | $31.9M | $762K |
| 5 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN | COLUMBIA MD | 45 | $24.1M | $469K |
| 6 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $161K |
| 7 | JEFFERSON CONSULTING GROUP, LLC JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN | WASHINGTON DC | 233 | $10.5M | $79K |
