Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding American Funds 2065 Target Date Fund R6 " in their Schedule of Assets, totaling $16.5M 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 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $2.4M |
| 2 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $1.8M |
| 3 | PINNACLE BANK |
NASHVILLE TN |
| 3,612 |
| $564.6M |
| $1.4M |
| 4 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $1.4M |
| 5 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $1.0M |
| 6 | UACJ AUTOMOTIVE WHITEHALL INDUSTRIES INC WHITEHALL INDUSTRIES PROFIT-SHARING AND 401(K) PLAN | LUDINGTON MI | 747 | $35.0M | $532K |
| 7 | SAPP BROS., INC. SAPP BROS., INC. RETIREMENT PLAN | OMAHA NE | 884 | $30.5M | $528K |
| 8 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $515K |
| 9 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $436K |
| 10 | FIRST FEDERAL BANK FIRST FEDERAL BANK 401(K) PROFIT SHARING PLAN | LAKE CITY FL | 560 | $92.9M | $423K |
