Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2065 Target Date Fund N/R in their Schedule of Assets, totaling $890K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIMBRICK, INC. ZIMBRICK, INC. RETIREMENT SAVINGS PLAN | MADISON WI | 904 | $130.3M | $822K |
| 2 | AFFILIATED FAMILY DENTIST PC AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST | MISHAWAKA IN | 218 | $6.8M | $40K |
| 3 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN |
KAUKAUNA WI |
| 130 |
| $35.8M |
| $29K |
