Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2065 Target Date Fund R4 in their Schedule of Assets, totaling $1.7M 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 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS MN | 141 | $25.6M | $1.4M |
| 2 | CONSTELLIUM AUTOMOTIVE USA, LLC CONSTELLIUM AUTOMOTIVE USA 401(K) RETIREMENT PLAN | VAN BUREN MI | 624 | $23.7M | $129K |
| 3 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN |
SANFORD FL |
| 0 |
| $40.0M |
| $128K |
| 4 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $62K |
