Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding American Funds 2065 Target Date Retirement fund Mutual Fund in their Schedule of Assets, totaling $18.8M 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 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $2.1M |
| 2 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $1.3M |
| 3 | KNOBELSDORFF ELECTRIC, INC. KNOBELSDORFF ELECTRIC, INC. RETIREMENT PLAN |
GOODHUE MN |
| 360 |
| $11.1M |
| $1.2M |
| 4 | NEW COUNTRY MOTOR CAR GROUP, INC. NEW COUNTRY MOTOR CAR SALARY DEFERRAL 401(K) PLAN | SARATOGA SPRINGS NY | 1,137 | $83.9M | $1.1M |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $1.0M |
| 6 | ZUORA, INC. ZUORA, INC. 401(K) PLAN | REDWOOD CITY CA | 633 | $99.8M | $913K |
| 7 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $890K |
| 8 | KIPP BAY AREA SCHOOLS KIPP BAY AREA SCHOOLS 401(K) PLAN | OAKLAND CA | 780 | $53.2M | $684K |
| 9 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN CA | 849 | $31.8M | $652K |
| 10 | MARLINS TEAMCO LLC MARLINS TEAMCO LLC 401(K) PLAN | MIAMI FL | 195 | $21.4M | $601K |
