Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds 2065 Target Date Fund R6 Mutual fund - in their Schedule of Assets, totaling $9.2M 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 | THE JOHN R. MCADAMS COMPANY, INC. THE JOHN R. MCADAMS COMPANY, INC. SALARY SAVINGS PLAN | RALEIGH NC | 490 | $42.5M | $2.1M |
| 2 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $1.6M |
| 3 | RECURLY, INC. |
SAN FRANCISCO CA |
| 224 |
| $18.8M |
| $755K |
| 4 | SOUTHVIEW SENIOR LIVING MANAGEMENT LLC SOUTHVIEW SENIOR COMMUNITIES 401(K) PLAN | LILYDALE MN | 451 | $14.2M | $418K |
| 5 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $389K |
| 6 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $318K |
| 7 | FAGEN, INC. FAGEN, INC. 401(K) PLAN | GRANITE FALLS MN | 625 | $29.4M | $295K |
| 8 | TECHSOURCE, INC. TECHSOURCE, INC. 401(K) PROFIT SHARING PLAN | LOS ALAMOS NM | 392 | $20.6M | $275K |
| 9 | KUKURIN CONTRACTING, INC. KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN | EXPORT PA | 66 | $14.0M | $274K |
| 10 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $270K |
