Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund R6 Mutual fund in their Schedule of Assets, totaling $4.5M 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 | DESTINATION XL GROUP, INC. DESTINATION XL GROUP, INC. 401(K) SAVINGS PLAN | CANTON MA | 1,486 | $107.3M | $766K |
| 2 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $596K |
| 3 | CAYMUS VINEYARDS CAYMUS VINEYARDS 401(K) AND PROFIT SHARING PLAN |
RUTHERFORD CA |
| 395 |
| $53.2M |
| $513K |
| 4 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $500K |
| 5 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $440K |
| 6 | LIDESTRI FOODS, INC. LIDESTRI FOODS, INC. 401(K) PLAN | FAIRPORT NY | 874 | $66.0M | $335K |
| 7 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $298K |
| 8 | AMBARELLA CORPORATION AMBARELLA CORP. 401(K) PLAN | SANTA CLARA CA | 262 | $72.2M | $230K |
| 9 | GEOSPACE TECHNOLOGIES CORPORATION GEOSPACE TECHNOLOGIES CORPORATION EMPLOYEES' 401(K) RETIREMENT PLAN | HOUSTON TX | 470 | $66.9M | $173K |
| 10 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $157K |
