Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2065 Target Date-R3 in their Schedule of Assets, totaling $368K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRIPLE CITIES METAL FINISHING CORPORATION TRIPLE CITIES METAL FINISHING CORPORATION 401(K) PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $5.6M | $107K |
| 2 | NEW YORK HOME HEALTH HOLDINGS NEW YORK HOME HEALTH HOLDINGS 401(K) PROFIT SHARING PLAN | RIDGEFIELD PARK NJ | 12,617 | $3.7M | $93K |
| 3 | INSIGHTS TRAINING GROUP, LLC |
MARION VA |
| 229 |
| $2.5M |
| $62K |
| 4 | BEENE HOLDINGS, INC. BEENE HOLDINGS, INC. RETIREMENT PLAN | ATHENS TN | 114 | $8.7M | $54K |
| 5 | GRAND RIVER NAVIGATION COMPANY, INC. GRAND RIVER NAVIGATION SHORESIDE 401(K) PLAN | WILLIAMSVILLE NY | 123 | $11.1M | $53K |
