Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds 2065 Target Date Mutual fund in their Schedule of Assets, totaling $6.1M 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 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $1.1M |
| 2 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $1.1M |
| 3 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 |
WACO TX |
| 4,752 |
| $52.9M |
| $684K |
| 4 | SEATTLE METROPOLITAN CHAMBER OF COMMERCE SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN | SEATTLE WA | 58 | $14.1M | $465K |
| 5 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN | SAN ANTONIO TX | 473 | $18.5M | $413K |
| 6 | FAVORITE HEALTHCARE STAFFING LLC FAVORITE HEALTHCARE STAFFING 401(K) PLAN | OVERLAND PARK KS | 2,105 | $38.6M | $298K |
| 7 | SIFIVE, INC. SIFIVE, INC. 401(K) PLAN | SANTA CLARA CA | 174 | $23.6M | $286K |
| 8 | SUPERFEET WORLDWIDE, LLC SUPERFEET WORLDWIDE 401(K) PLAN | FERNDALE WA | 160 | $13.8M | $248K |
| 9 | C&C SALES, INC. C&C SALES, INC. PROFIT SHARING PLAN | LENEXA KS | 158 | $16.6M | $184K |
| 10 | MICRON PRECISION, LLC KING MACHINE OF CHARLOTTE 401(K) PLAN | CHARLOTTE NC | 195 | $10.5M | $181K |
