Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund; Class R6 in their Schedule of Assets, totaling $14.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VAUGHN INDUSTRIES, LLC VAUGHN INDUSTRIES, LLC 401K PROFIT SHARING PLAN | CAREY OH | 773 | $87.5M | $3.3M |
| 2 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $1.7M |
| 3 | ASTRION ASTRION 401(K) PLAN |
HUNTSVILLE AL |
| 2,679 |
| $358.9M |
| $1.5M |
| 4 | MCGRATH AUTOMOTIVE GROUP, INC. MCGRATH AUTOMOTIVE GROUP, INC. 401(K) PLAN | CEDAR RAPIDS IA | 663 | $49.6M | $892K |
| 5 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $847K |
| 6 | CARDINAL GROUP MANAGEMENT & ADVISORY LLC CARDINAL GROUP MANAGEMENT 401(K) PLAN | DENVER CO | 2,467 | $20.5M | $819K |
| 7 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $807K |
| 8 | PINE STATE TRADING CO. PINE STATE TRADING CO. 401(K) RETIREMENT SAVINGS PLAN | GARDINER ME | 435 | $47.9M | $646K |
| 9 | THE CHILDREN'S PLACE, INC. THE CHILDREN'S PLACE 401(K) SAVINGS PLAN | SECAUCUS NJ | 7,321 | $129.9M | $616K |
| 10 | NEW ENGLAND CONTROLS, INC. NEW ENGLAND CONTROLS 401K PLAN | FOXBOROUGH MA | 437 | $40.3M | $586K |
