Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds 2065 T Date R6 Registered Investment Company in their Schedule of Assets, totaling $4.9M 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 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $912K |
| 2 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $614K |
| 3 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN |
NAUGATUCK CT |
| 349 |
| $50.8M |
| $422K |
| 4 | CONNORS & ASSOCIATES LLC DBA CONNORS GROUP CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN | CANONSBURG PA | 118 | $20.5M | $420K |
| 5 | DYNAMIC ENGINEERING CONSULTANTS DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN | LAKE COMO NJ | 349 | $25.5M | $389K |
| 6 | CREDIT UNION OF DENVER CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN | LAKEWOOD CO | 164 | $13.7M | $350K |
| 7 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $318K |
| 8 | JOHN NALBACH ENGINEERING CO., INC. NALBACH COMPANIES, ET. AL. PROFIT SHARING 401K | COUNTRYSIDE IL | 217 | $11.4M | $290K |
| 9 | IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC. IMPELLAM NA 401(K) PLAN | ATLANTA GA | 4,480 | $92.2M | $205K |
| 10 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $137K |
