Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2060 Trgt Date Retire R4 Mutual fund in their Schedule of Assets, totaling $4.1M 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 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $2.2M |
| 2 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $1.1M |
| 3 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN |
DALLAS TX |
| 221 |
| $23.0M |
| $550K |
| 4 | TAP PLASTICS, INC. TAP PLASTICS PROFIT SHARING 401(K) PLAN | SAN LEANDRO CA | 86 | $16.2M | $227K |
| 5 | CHATTAHOOCHEE ENTERPRISES LLC CHATTAHOOCHEE ENTERPRISES RETIREMENT PLAN | ATLANTA GA | 41 | $15.6M | $36K |
