Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2065 Target Date Retire R6 in their Schedule of Assets, totaling $904K 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 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $484K |
| 2 | 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 |
| 3 | KING RISK PARTNERS, LLC |
GAINESVILLE FL |
| 288 |
| $6.9M |
| $98K |
| 4 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN | GAYS MILLS WI | 131 | $6.7M | $75K |
| 5 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $63K |
| 6 | AERO PRECISION HOLDINGS LP AERO PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | MIRAMAR FL | 228 | $23.9M | $37K |
| 7 | ALTANO U.S., LLC ALTANO U.S., LLC 401(K) PLAN | LEXINGTON KY | 183 | $3.8M | $2K |
