Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2065 Target Date Fund R5 - in their Schedule of Assets, totaling $1.4M 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 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $928K |
| 2 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $156K |
| 3 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN |
PROVIDENCE RI |
| 392 |
| $39.8M |
| $118K |
| 4 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $94K |
| 5 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 131 | $51.8M | $82K |
| 6 | RAILROAD19, INC. RAILROAD19, INC. PROFIT SHARING PLAN | SARATOGA SPRINGS NY | 95 | $12.8M | $29K |
| 7 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN | ORLANDO FL | 206 | $20.2M | $5K |
| 8 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $2K |
| 9 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $1K |
