Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds 2060 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $32.8M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $16.7M |
| 2 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $2.1M |
| 3 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN |
LYNNWOOD WA |
| 662 |
| $310.9M |
| $1.5M |
| 4 | UNIPHORE TECHNOLOGIES INC. UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN | PALO ALTO CA | 179 | $21.0M | $1.3M |
| 5 | ELIAS LAW GROUP LLP ELIAS LAW GROUP LLP 401(K) PLAN | WASHINGTON DC | 123 | $11.2M | $1.3M |
| 6 | TROVE BRANDS, LLC TROVE BRANDS 401(K) PLAN | LEHI UT | 247 | $12.1M | $1.2M |
| 7 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $1.1M |
| 8 | YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN | YAKIMA WA | 232 | $15.5M | $989K |
| 9 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $953K |
| 10 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $791K |
