Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding American Funds 2060 Target Date Retirement fund Mutual Fund in their Schedule of Assets, totaling $91.9M 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 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $7.4M |
| 2 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $6.7M |
| 3 | INTEGRATION APPLIANCE, INC. DBA INTAPP |
PALO ALTO CA |
| 865 |
| $112.1M |
| $6.6M |
| 4 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $6.1M |
| 5 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $5.3M |
| 6 | MINUTECLINIC, LLC MINUTECLINIC 401(K) PLAN | WOONSOCKET RI | 3,330 | $350.0M | $5.3M |
| 7 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $4.0M |
| 8 | BOARD OF TRUSTEES I.B.E.W. LOCAL UNION NO. 90 ANNUITY FUND LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN | WALLINGFORD CT | 649 | $96.2M | $3.2M |
| 9 | OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 795 | $45.8M | $2.5M |
| 10 | POWER INTEGRATIONS, INC. POWER INTEGRATIONS, INC. 401(K) PLAN | SAN JOSE CA | 336 | $146.0M | $2.2M |
