Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2065 Target Date Fund Mutual fund N/A in their Schedule of Assets, totaling $2.2M 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 | YOUNG CHEVROLET COMPANY YOUNG AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | LAYTON UT | 1,234 | $38.9M | $2.0M |
| 2 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $110K |
| 3 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN |
SPOKANE WA |
| 166 |
| $5.1M |
| $95K |
| 4 | VALLEY HOSPICE, INC. RETIREMENT PLAN OF VALLEY HOSPICE, INC. | RAYLAND OH | 142 | $4.6M | $7K |
