Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 197 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund ^ in their Schedule of Assets, totaling $67.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $7.5M |
| 2 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $4.0M |
| 3 | DALLAS NEPHROLOGY ASSOCIATES P. A. DALLAS NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN |
DALLAS TX |
| 418 |
| $109.5M |
| $3.3M |
| 4 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 620 | $47.6M | $2.6M |
| 5 | CAERUS US 1 INC. NORSTELLA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,635 | $96.6M | $1.9M |
| 6 | FLEETPRIDE, INC. FLEETPRIDE INC. RETIREMENT & SAVINGS PLAN | IRVING TX | 4,603 | $187.0M | $1.8M |
| 7 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $1.8M |
| 8 | KIMRAY, INC. KIMRAY, INC. 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK | 654 | $100.1M | $1.6M |
| 9 | THOMPSON MACHINERY COMMERCE CORPORATION THOMPSON MACHINERY COMMERCE CORPORATION 401(K) PLAN | LA VERGNE TN | 979 | $38.1M | $1.4M |
| 10 | BARNHART CRANE & RIGGING CO. BARNHART CRANE & RIGGING COMPANY 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 999 | $162.0M | $1.3M |
