Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American funds 2065 Mutual Fund in their Schedule of Assets, totaling $119K 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 | AUTO LENDERS LIQUIDATION CENTER, INC. AUTO LENDERS LIQUIDATION CENTER, INC. 401(K) PLAN | VOORHEES NJ | 383 | $19.9M | $104K |
| 2 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $11K |
| 3 | ST. JOSEPH INFANT & MATERNITY HOME DBA ST. JOSEPH HOME OF CINCINNATI |
CINCINNATI OH |
| 238 |
| $4.2M |
| $4K |
