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 Retirement Fund® Class R-6 Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | HALOZYME, INC. HALOZYME THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 353 | $79.9M | $398K |
| 2 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | HAZLEHURST GA | 1,166 | $23.6M | $249K |
| 3 | CASCADE COMMUNITY HEALTHCARE CASCADE COMMUNITY HEALTHCARE 401(K) PLAN |
CENTRALIA WA |
| 163 |
| $7.2M |
| $189K |
| 4 | TUNEIN, INC. TUNEIN, INC. 401(K) PLAN | SAN FRANCISCO CA | 90 | $10.5M | $153K |
| 5 | ENTERTAINMENT EARTH, LLC ENTERTAINMENT EARTH, LLC 401(K) PROFIT SHARING PLAN | SIMI VALLEY CA | 192 | $9.6M | $98K |
| 6 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $52K |
| 7 | KAPLAN DEVELOPMENT GROUP LLC KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 920 | $4.9M | $11K |
