Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 229 U.S. retirement plans report holding American Funds 2060 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $294.1M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $37.9M |
| 2 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $26.8M |
| 3 | ZIFF DAVIS, INC. ZIFF DAVIS, INC. RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 2,114 |
| $272.6M |
| $11.2M |
| 4 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $11.1M |
| 5 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $9.6M |
| 6 | CAERUS US 1 INC. NORSTELLA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,635 | $96.6M | $6.8M |
| 7 | NINE ENERGY SERVICE, LLC NINE ENERGY SERVICE 401(K) PLAN | HOUSTON TX | 1,077 | $59.7M | $5.5M |
| 8 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $5.3M |
| 9 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $4.8M |
| 10 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $4.6M |
