Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund® Class R-6 Mutual fund in their Schedule of Assets, totaling $18.0M 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 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $3.3M |
| 2 | KOKOSING CONSTRUCTION COMPANY, INC. THE KOKOSING GROUP 401(K) PROFIT SHARING PLAN | FREDRICKTOWN OH | 2,431 | $236.0M | $2.7M |
| 3 | OSMOSE UTILITIES SERVICES, INC. OSMOSE 401(K) PLAN |
PEACHTREE CITY GA |
| 3,530 |
| $202.1M |
| $1.9M |
| 4 | MULTI DIMENSIONAL INTEGRATION MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST | SHREWSBURY PA | 222 | $8.6M | $1.7M |
| 5 | WAYNE AUTOMATIC FIRE SPRINKLERS, INC. WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST | OCOEE FL | 677 | $86.7M | $1.5M |
| 6 | CORNA KOKOSING CONSTRUCTION COMPANY CORNA KOKOSING 401(K) PROFIT SHARING PLAN | WESTERVILLE OH | 366 | $40.3M | $1.1M |
| 7 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $1.0M |
| 8 | MOVEWORKS INC. MOVEWORKS INC. 401(K) PLAN | MOUNTAIN VIEW CA | 374 | $27.6M | $786K |
| 9 | STEVEN MADDEN LTD. STEVE MADDEN 401(K) | LONG ISLAND CITY NY | 2,389 | $125.0M | $726K |
| 10 | SECTRA, INC. SECTRA, INC. 401(K) PLAN | SHELTON CT | 217 | $28.1M | $610K |
