Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds 2060 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $13.7M 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 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $2.7M |
| 2 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $2.6M |
| 3 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK |
| 229 |
| $21.8M |
| $1.6M |
| 4 | ORVEON GLOBAL US LLC ORVEON GLOBAL US LLC 401(K) PLAN | NEW YORK NY | 255 | $18.4M | $1.5M |
| 5 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $1.1M |
| 6 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $725K |
| 7 | CHRISTOPHER MORGAN, LLC CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | NEW BERLIN WI | 73 | $7.3M | $626K |
| 8 | THOR EQUITIES, LLC THE THOR EQUITIES, LLC 401(K) PLAN | NEW YORK NY | 68 | $11.8M | $524K |
| 9 | PROGRESSIVE DENTAL CONCEPTS, LLC PROGRESSIVE DENTAL CONCEPTS 401(K) SAVINGS PLAN | CAMP HILL PA | 177 | $7.3M | $495K |
| 10 | SIMSPACE CORPORATION SIMSPACE CORPORATION 401(K) PLAN | BOSTON MA | 172 | $13.0M | $469K |
