Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2065 Target Date R6 Mutual fund in their Schedule of Assets, totaling $2.3M 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 | ENTERPRISE BANK AND TRUST COMPANY ENTERPRISE BANK AND TRUST COMPANY 401(K) PLAN | LOWELL MA | 601 | $128.1M | $1.1M |
| 2 | DOKKEN ENGINEERING DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN | FOLSOM CA | 145 | $38.9M | $598K |
| 3 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 462 |
| $57.1M |
| $367K |
| 4 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN | PETALUMA CA | 424 | $58.0M | $120K |
| 5 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $58K |
| 6 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $46K |
| 7 | R.C. MOORE, INC. R. C. MOORE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCARBOROUGH ME | 295 | $5.0M | $34K |
| 8 | PELLA TENNESSEE, LLC PELLA TENNESSEE 401(K) PLAN | NASHVILLE TN | 89 | $6.0M | $11K |
| 9 | SOUTHEASTERN GUIDE DOGS, INC. DOGS INC RETIREMENT PLAN | PALMETTO FL | 185 | $4.3M | $7K |
