Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2065 Tar Ret R6 Mutual fund in their Schedule of Assets, totaling $130K 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 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $120K |
| 2 | VILLA MARIA COLLEGE OF BUFFALO VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN | BUFFALO NY | 88 | $9.0M | $10K |
