Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2065 Target Date Pooled separate account in their Schedule of Assets, totaling $441K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $350K |
| 2 | HOSPICE FOUNDATION OF GREATER BATON ROUGE HOSPICE FOUNDATION OF GREATER BATON ROUGE 401K PLAN | BATON ROUGE LA | 143 | $6.0M | $54K |
| 3 | WISCONSIN VISION, INC. |
NEW BERLIN WI |
| 235 |
| $19.2M |
| $36K |
| 4 | YZER LLC YZER, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 428 | $551K | $1K |
