Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds 2065 Target Date Retire R6 " in their Schedule of Assets, totaling $5.9M 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 | AVALIGN TECHNOLOGIES, INC. AVALIGN TECHNOLOGIES, INC. 401(K) PLAN | ROSEMONT IL | 911 | $53.6M | $1.2M |
| 2 | ADPD HOLDINGS LLC D/B/A NEARU NEARU 401(K) PLAN | CHARLOTTE NC | 1,641 | $25.8M | $872K |
| 3 | WINLAND FOODS, INC. WINLAND FOODS, INC. 401(K) PLAN |
OAK BROOK IL |
| 2,615 |
| $182.1M |
| $860K |
| 4 | NEXUS FAMILY HEALING NEXUS RETIREMENT PLAN | PLYMOUTH MN | 1,282 | $53.9M | $686K |
| 5 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $484K |
| 6 | MAIN ELECTRIC SUPPLY COMPANY LLC MAIN ELECTRIC SUPPLY CO. SAVINGS AND INVESTMENT PLAN | SANTA ANA CA | 741 | $44.4M | $385K |
| 7 | BONIFACE & COMPANY, INC. BONIFACE-HIERS 401(K) PLAN | MELBOURNE FL | 303 | $12.0M | $220K |
| 8 | PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC PROFIT SHARING PLAN | AMORY MS | 77 | $13.0M | $189K |
| 9 | HUBER & ASSOCIATES, INC. HUBER & ASSOCIATES, INC. 401(K) PLAN | JEFFERSON CITY MO | 114 | $28.4M | $184K |
| 10 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $145K |
