Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2065 Target Date Fund R5E in their Schedule of Assets, totaling $102K 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 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $55K |
| 2 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN | MYRTLE BEACH SC | 146 | $13.4M | $32K |
| 3 | CERIUM NETWORKS, INC CERIUM NETWORKS 401(K) PLAN |
SPOKANE WA |
| 136 |
| $21.1M |
| $14K |
