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 R2 Mutual Fund in their Schedule of Assets, totaling $139K 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 | TACOMA GLASS TGM RETIREMENT PLAN | LAKEWOOD WA | 183 | $6.1M | $70K |
| 2 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN | KIMBERTON PA | 214 | $4.6M | $39K |
| 3 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN |
| 550 |
| $17.2M |
| $23K |
| 4 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $3K |
| 5 | SOUTHEASTERN PNEUMATIC, INC. SOUTHEASTERN PNEUMATIC 401(K) PLAN | ELLAVILLE GA | 87 | $3.5M | $3K |
