Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds 2065 Target Date Retire r6 Mutual fund in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $1.5M |
| 2 | ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER FL | 677 | $54.4M | $254K |
| 3 | SHANNON & WILSON, INC. SHANNON & WILSON, INC. PS RETIREMENT & 401(K) PLAN AND TRUST |
| 373 |
| $129.9M |
| $233K |
| 4 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $209K |
| 5 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $190K |
| 6 | ABLE ROOFING, LLC ABLE ROOFING 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 203 | $11.9M | $118K |
| 7 | CEMSTONE PRODUCTS COMPANY AMCON, CEMSTONE AND TCC EMPLOYEE SAVINGS PLAN | MENDOTA HEIGHTS MN | 1,029 | $129.0M | $101K |
| 8 | DENNIS BEVERAGE COMPANY DENNIS FOOD SERVICE 401(K) RETIREMENT PLAN | HAMPDEN ME | 154 | $8.0M | $97K |
| 9 | AVESTA HOUSING DEVELOPMENT CORP. AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN | PORTLAND ME | 258 | $12.0M | $71K |
| 10 | GREATER BOSTON LEGAL SERVICES, INC. GREATER BOSTON LEGAL SERVICES PENSION PLAN | BOSTON MA | 184 | $30.5M | $67K |
