Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2065 Target Date Fund Registered investment company (y) in their Schedule of Assets, totaling $254K 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 | SIGNATURE PARTNERS, INC. SIGNATURE 4 / FORTY NINE DEGREES/VISIONARY PARTNERS LTD 401(K) PLAN | COLDWATER OH | 188 | $19.2M | $201K |
| 2 | CLINIC SECURITY AND LOGISTICS, INC. FULL CIRCLE RECOVERY SERVICES 401(K) PLAN | DAYTON OH | 183 | $1.2M | $53K |
