Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Mutual Fund NR in their Schedule of Assets, totaling $381K 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 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $324K |
| 2 | JEFFERSON CONSULTING GROUP, LLC JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN | WASHINGTON DC | 233 | $10.5M | $56K |
