Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding American Funds 2065 Target Date Fund ....................................... in their Schedule of Assets, totaling $9.7M 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 | NETSPI, LLC NETSPI 401(K) P/S PLAN | MINNEAPOLIS MN | 490 | $33.5M | $1.4M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $839K |
| 3 | TELLIGEN, INC. TELLIGEN, INC. 401(K) RETIREMENT PLAN |
WEST DES MOINES IA |
| 748 |
| $97.9M |
| $588K |
| 4 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $530K |
| 5 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $523K |
| 6 | THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE 401(K) PLAN | PHOENIX AZ | 273 | $54.2M | $517K |
| 7 | MOSSBERG CORPORATION MOSSBERG CORPORATION EMPLOYEE SAVINGS PLAN | NORTH HAVEN CT | 391 | $32.0M | $477K |
| 8 | LA COSTENA USA LA COSTENA USA 401(K) PLAN | MINNESOTA MN | 587 | $50.2M | $450K |
| 9 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $388K |
| 10 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $382K |
