Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2060 Trgt Date Retire in their Schedule of Assets, totaling $5.4M 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 | NY HOTEL TRADES COUNCIL & HOTEL ASSN. NY HOTELS TRADES COUNCIL & ASSN. OF NYC, INC EMPLOYEE BENEFIT FUNDS STAFF RETIREMENT PLAN AND TRUST | NEW YORK NY | 944 | $153.3M | $3.7M |
| 2 | CONEY ISLAND PREPARATORY CHARTER SCHOOL CONEY ISLAND PREPARATORY CHARTER SCHOOL 403(B) RETIREMENT PLAN | BROOKLYN NY | 234 | $8.8M | $573K |
| 3 |
CLAYTON DE |
| 317 |
| $29.4M |
| $426K |
| 4 | SUMMERS-TAYLOR, INC SUMMERS-TAYLOR, INC 401(K) RETIREMENT PLAN | JOHNSON CITY TN | 742 | $16.5M | $397K |
| 5 | MY AUTO IMPORTS MY AUTO IMPORTS CENTER 401(K) PLAN | MUSKEGON MI | 270 | $6.0M | $209K |
| 6 | FOUR SEASONS HEATING, INC. FOUR SEASONS HEATING, INC. 401(K) PLAN AND TRUST | WHEAT RIDGE CO | 79 | $9.3M | $117K |
| 7 | THE ACUTRONIC COMPANY THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 127 | $15.3M | $74K |
