Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds 2065 Target Date R6 # in their Schedule of Assets, totaling $9.8M 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 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 551 | $269.5M | $2.3M |
| 2 | RIVERON CONSULTING, LLC RIVERON CONSULTING LLC 401K PLAN | DALLAS TX | 783 | $121.9M | $1.4M |
| 3 | MAGIC LEAP, INC. MAGIC LEAP INC. 401(K) PLAN |
PLANTATION FL |
| 903 |
| $183.9M |
| $1.1M |
| 4 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $1.1M |
| 5 | HAAS SONS, INC. HAAS SONS, INC. 401(K) PROFIT SHARING PLAN | THORP WI | 357 | $39.5M | $570K |
| 6 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $517K |
| 7 | DRT HOLDINGS, LLC DRT HOLDINGS, LLC RETIREMENT PLAN | WEST CHESTER OH | 526 | $55.1M | $471K |
| 8 | ONETHIRTYONE LLC ONETHIRTYONE LLC 401K PROFIT SHARING PLAN AND TRUST | IRVING TX | 470 | $31.0M | $362K |
| 9 | LOGICAL SYSTEMS, LLC LOGICAL SYSTEMS 401(K) PLAN | MEMPHIS TN | 304 | $73.6M | $334K |
| 10 | CASEY AUTO GROUP, INC. CASEY AUTO GROUP 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 457 | $22.4M | $314K |
