Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $22.2M 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 | MILLENNIUM INTERNATIONAL MANAGEMENT LP MILLENNIUM INTERNATIONAL MANAGEMENT LP SAVINGS PLAN | NEW YORK NY | 2,603 | $545.9M | $7.4M |
| 2 | CAROLINA TRACTOR & EQUIPMENT COMPANY CTE 401(K) PLAN | CHARLOTTE NC | 1,915 | $139.4M | $6.5M |
| 3 | JSI RESEARCH & TRAINING INSTITUTE, INC. |
BOSTON MA |
| 809 |
| $238.1M |
| $1.0M |
| 4 | ESQUIRE LAW LLC ESQUIRE LAW LLC 401(K) PROFIT SHARING PLAN & TRUST | PALM BEACH GARDENS FL | 255 | $6.5M | $884K |
| 5 | MONDI U.S. HOLDINGS LLC MONDI RETIREMENT SAVINGS PLAN USA | ROMEOVILLE IL | 1,167 | $133.9M | $855K |
| 6 | CENTURY COMMUNITIES, INC. CENTURY COMMUNITIES, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 1,869 | $113.2M | $750K |
| 7 | DEXTER AXLE COMPANY DEXTER 401(K) RETIREMENT SAVINGS PLAN | ELKHART IN | 2,543 | $156.8M | $638K |
| 8 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $627K |
| 9 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $533K |
| 10 | CONE DISTRIBUTING, INC. CONE DISTRIBUTING, INC. 401(K) PLAN | OCALA FL | 344 | $19.8M | $282K |
