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 R6 Registered investment company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIVE STAR FOOD SERVICE, INC. FIVE STAR FOOD SERVICE, INC. 401(K) EMPLOYEES' SAVINGS PLAN | CHATTANOOGA TN | 1,886 | $38.8M | $556K |
| 2 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $303K |
| 3 | SPRIG ELECTRIC |
SAN JOSE CA |
| 152 |
| $24.6M |
| $118K |
| 4 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $111K |
| 5 | HEARTLAND DERMATOLOGY AND SKIN CANCER CENTER, P.A. HEARTLAND DERMATOLOGY 401(K) PLAN | SALINA KS | 132 | $12.2M | $70K |
| 6 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $66K |
| 7 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $60K |
| 8 | EHEALTH GLOBAL TECHNOLOGIES, INC. EHEALTH GLOBAL TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRPORT NY | 179 | $5.8M | $52K |
| 9 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $33K |
