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-R2 Mutual fund in their Schedule of Assets, totaling $85K 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 | JP LOGISTICS & CONSULTING LLC JP LOGISTICS & CONSULTING LLC 401(K) PROFIT SHARING PLAN | PRINCE GEORGE VA | 77 | $1.0M | $69K |
| 2 | CROSS CITY LUMBER CROSS CITY LUMBER 401(K) PLAN | CROSS CITY FL | 99 | $855K | $16K |
