Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Class R‐4 Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | TOPGOLF INTERNATIONAL, INC. TOPGOLF 401(K) PLAN | DALLAS TX | 40,445 | $126.3M | $2.0M |
| 2 | HOUSE HASSON HARDWARE CO., INC. HOUSE HASSON HARDWARE CO. , INC. EMPLOYEES | KNOXVILLE TN | 649 | $22.3M | $94K |
| 3 | SYBARIS CLUBS INTERNATIONAL, INC. SYBARIS 401(K) RETIREMENT PLAN |
ARLINGTON HEIGHTS IL |
| 148 |
| $1.2M |
| $3K |
