Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Class R6 Registered investment company in their Schedule of Assets, totaling $153K 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 | BENTLEY MILLS, INC. BENTLEY 401(K) PLAN | INDUSTRY CA | 392 | $32.9M | $69K |
| 2 | WHITELEY TECHCNICAL SERVICES, LLC WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN | BEAUMONT TX | 252 | $4.7M | $57K |
| 3 | THE FREEMAN MANUFACTURING & SUPPLY COMPANY FREEMAN MANUFACTURING & SUPPLY COMPANY EMPLOYEE CAPITAL ACCUMULATION PLAN |
AVON OH |
| 163 |
| $10.6M |
| $27K |
