Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund® R6 Mutual fund - in their Schedule of Assets, totaling $20.0M 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 | LEHMAN-ROBERTS COMPANY LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN | MEMPHIS TN | 488 | $34.4M | $2.9M |
| 2 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $2.3M |
| 3 | DESTINATION XL GROUP, INC. |
CANTON MA |
| 1,486 |
| $107.3M |
| $2.1M |
| 4 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $1.8M |
| 5 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $1.6M |
| 6 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $1.5M |
| 7 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN | MILPITAS CA | 1,889 | $173.4M | $1.0M |
| 8 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN | RUTHERFORD CA | 395 | $53.2M | $1.0M |
| 9 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $980K |
| 10 | THINK SURGICAL, INC. THINK SURGICAL, INC. 401(K) RETIREMENT PLAN | FREMONT CA | 111 | $17.8M | $760K |
