Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Mutual fund N/A in their Schedule of Assets, totaling $3.8M 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 | HARBOR GROUP INC. HARBOR GROUP INC. 401(K) PLAN | SIOUX CENTER IA | 1,560 | $141.5M | $2.2M |
| 2 | MOSES LAKE INDUSTRIES MOSES LAKE INDUSTRIES 401K PLAN | MOSES LAKE WA | 490 | $48.4M | $550K |
| 3 | VANDEVERE, INC. VANDEVERE 401K PROFIT SHARING PLAN AND TRUST |
AKRON OH |
| 358 |
| $24.9M |
| $352K |
| 4 | V3 COMPANIES, LTD. V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | WOODRIDGE IL | 315 | $56.4M | $252K |
| 5 | V3 COMPANIES, LTD. V3 COMPANIES, LTD. 401(K) PLAN | WOODRIDGE IL | 351 | $76.3M | $167K |
| 6 | COLLEGE TRACK COLLEGE TRACK 401(K) | OAKLAND CA | 230 | $10.3M | $130K |
| 7 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $83K |
| 8 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $37K |
| 9 | AXH HOLDINGS, LLC AXH AIR-COOLERS 401(K) RETIREMENT PLAN | TULSA OK | 365 | $25.6M | $10K |
| 10 | TREAN CORPORATION TREAN CORPORATION 401(K) PLAN | WAYZATA MN | 306 | $30.3M | $8K |
