Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $9.4M 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 | FLEXTRONICS INTERNATIONAL USA, INC. FLEX 401(K) PLAN | AUSTIN TX | 10,524 | $1.2B | $2.6M |
| 2 | SB INVESTMENT ADVISERS (US) INC. SB US 401(K) PLAN | MENLO PARK CA | 746 | $132.9M | $1.9M |
| 3 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN |
| 459 |
| $95.7M |
| $1.8M |
| 4 | XPERI INC. XPERI INC. 401(K) PLAN | CALABASAS CA | 695 | $387.6M | $954K |
| 5 | CYPRESS CREEK RENEWABLES, LLC CYPRESS CREEK 401(K) PLAN | SANTA MONICA CA | 401 | $50.8M | $946K |
| 6 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $423K |
| 7 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $183K |
| 8 | ADEIA INC. ADEIA 401(K) PLAN | SAN JOSE CA | 146 | $34.6M | $137K |
| 9 | MOCEAN, LLC MOCEAN RETIREMENT PLAN | LOS ANGELES CA | 163 | $25.3M | $131K |
| 10 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $126K |
