Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 105 U.S. retirement plans report holding American funds 2060 TRGT Date Retire R6 in their Schedule of Assets, totaling $89.1M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $14.3M |
| 2 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $11.0M |
| 3 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN |
ANN ARBOR MI |
| 4,169 |
| $143.9M |
| $9.0M |
| 4 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $6.3M |
| 5 | TRUSTEES - OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST OKLAHOMA IRON WORKERS DIRECT CONTRIBUTION PLAN AND TRUST | SUGAR LAND TX | 4,449 | $44.4M | $4.9M |
| 6 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $2.2M |
| 7 | OM PARTNERS USA, INC. OM PARTNERS 401(K) PLAN | ATLANTA GA | 194 | $14.1M | $2.1M |
| 8 | PLUMBERS' SUPPLY COMPANY PLUMBERS' SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | NEW BEDFORD MA | 289 | $46.1M | $2.1M |
| 9 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 1,363 | $116.3M | $2.1M |
| 10 | 3B MEDICAL, INC. REACT HEALTH 401(K) PLAN | WEST PALM BEACH FL | 630 | $28.1M | $1.9M |
