Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Funds 2065 Target Date Fund Mutual fund in their Schedule of Assets, totaling $8.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 3,234 | $112.4M | $2.3M |
| 2 | HOSPITALITY STAFFING II LLC HOSPITALITY STAFFING 401K PLAN | CHICAGO IL | 4,893 | $25.1M | $1.1M |
| 3 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST |
MILFORD OH |
| 1,506 |
| $60.9M |
| $948K |
| 4 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $871K |
| 5 | BARRON HEATING & AIR CONDITIONING, INC. BARRON HEATING & AIR CONDITIONING, INC. 401(K)PROFIT SHARING PLAN | FERNDALE WA | 170 | $10.7M | $278K |
| 6 | INVENTPRISE, INC. INVENTPRISE, INC. 401(K) PLAN | REDMOND WA | 165 | $7.5M | $268K |
| 7 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $260K |
| 8 | HALLCON CORPORATION HALLCON RETIREMENT SAVINGS PLAN | LENEXA KS | 3,648 | $14.7M | $257K |
| 9 | LOBAR ASSOCIATES, INC. LOBAR ASSOCIATES, INC. RETIREMENT PLAN | DILLSBURG PA | 181 | $11.8M | $223K |
| 10 | TIFFANY & BOSCO, P.A. TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN | PHOENIX AZ | 229 | $32.6M | $203K |
