Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds 2065 Target Date Fund R4 " in their Schedule of Assets, totaling $4.0M 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 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $1.4M |
| 2 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $562K |
| 3 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN |
YAKIMA WA |
| 1,930 |
| $46.9M |
| $340K |
| 4 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $299K |
| 5 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $236K |
| 6 | INTERCONTINENTAL MANAGEMENT CORP. INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN | BOSTON MA | 124 | $42.9M | $190K |
| 7 | STAR PLASTICS MANUFACTURING GORUP LLC STAR PLASTICS MANUFACTURING GROUP LLC 401(K) PLAN | MILLWOOD WV | 148 | $8.7M | $175K |
| 8 | GYK ANTLER, LLC GYK ANTLER, LLC. 401(K) PLAN | MANCHESTER NH | 61 | $6.8M | $169K |
| 9 | CONSTELLIUM AUTOMOTIVE USA, LLC CONSTELLIUM AUTOMOTIVE USA 401(K) RETIREMENT PLAN | VAN BUREN MI | 624 | $23.7M | $129K |
| 10 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $128K |
