Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2065 Target Date Fund Pooled separate account in their Schedule of Assets, totaling $624K 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 | ESTES HEATING & AIR CONDITIONING, INC. ESTES HEATING & AIR CONDITIONING, INC. 401(K) PLAN | ATLANTA GA | 170 | $12.4M | $241K |
| 2 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $167K |
| 3 | MILLENNIAL RESTAURANT GROUP, LLC |
LOUISVILLE KY |
| 426 |
| $2.3M |
| $158K |
| 4 | CONNECTICUT FOODSHARE INC. THE CONNECTICUT FOODSHARE, INC. RETIREMENT PLAN | WALLINGFORD CT | 118 | $6.6M | $51K |
| 5 | AIRES, LLC AIRES, LLC 401(K) PLAN | PHOENIX AZ | 840 | $3.6M | $7K |
