Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Class R6 Mutual fund in their Schedule of Assets, totaling $11.1M 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 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $5.2M |
| 2 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $4.9M |
| 3 | QUANTUM METRIC INC QUANTUM METRIC 401(K) PLAN |
COLORADO SPRINGS CO |
| 346 |
| $26.7M |
| $394K |
| 4 | H.G. WEBER & CO., INC. H.G. WEBER COMPANY EMPLOYEES' TRUST | KIEL WI | 98 | $11.1M | $281K |
| 5 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $188K |
| 6 | BRT EXTRUSIONS, INC. BRT EXTRUSIONS, INC. 401(K) PLAN | NILES OH | 382 | $5.2M | $165K |
| 7 | TRUE NORTH MANAGEMENT, LLC TRUENORTH 401K PLAN | BRECKSVILLE OH | 928 | $30.1M | $50K |
| 8 | HAGERMAN CONSTRUCTION CORPORATION THE HAGERMAN GROUP 401(K) PLAN | FORT WAYNE IN | 201 | $17.7M | $41K |
