Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2065 Target Date R4 in their Schedule of Assets, totaling $68K 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 | BOT OF FOOD EMPLOYERS AND TEAMSTERS LOCAL 463 RETIREMENT SAVINGS PLAN FOOD EMPLOYERS AND TEAMSTERS LOCAL 463 RETIREMENT SAVINGS PLAN | PENNSAUKEN NJ | 452 | $27.4M | $34K |
| 2 | VENICE PIER GROUP, INC. VENICE PIER GROUP, INC. EMPLOYEES SAVINGS TRUST | VENICE FL | 230 | $7.1M | $29K |
| 3 | CME ASSOCIATES, INC. |
SYRACUSE NY |
| 101 |
| $6.0M |
| $4K |
