Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund Mutual funds - in their Schedule of Assets, totaling $13.3M 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 | GENERAL PHYSICIAN, P.C. GENERAL PHYSICIAN, P.C. 401(K) PLAN | BUFFALO NY | 1,301 | $69.1M | $3.9M |
| 2 | INFORMATION & COMPUTING SERVICES, INC. INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN | JACKSONVILLE FL | 410 | $58.0M | $3.8M |
| 3 | GAI CONSULTANTS, INC. GAI CONSULTANTS INC. 401(K) PLAN |
HOMESTEAD PA |
| 990 |
| $127.7M |
| $2.9M |
| 4 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $832K |
| 5 | HUMMEL GROUP, INC. HUMMEL GROUP, INC. SAFE HARBOR 401(K) PLAN | BERLIN OH | 186 | $29.7M | $450K |
| 6 | LTCT HOLDINGS LLC LIBERTY TAX & COMMUNITY TAX 401(K) PLAN | HURST TX | 402 | $13.4M | $360K |
| 7 | THE WINTER GROUP OF COMPANIES THE WINTER GROUP OF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 187 | $21.8M | $346K |
| 8 | LEWIS M. CARTER MANUFACTURING COMPANY, INC. LEWIS M. CARTER MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN | DONALSONVILLE GA | 150 | $5.5M | $225K |
| 9 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $177K |
| 10 | WEST COAST SELF-STORAGE GROUP, LLC WEST COAST SELF-STORAGE RETIREMENT PLAN | EVERETT WA | 144 | $2.4M | $165K |
