Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Fund Registered investment company in their Schedule of Assets, totaling $8.3M 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 | HP HOOD LLC HP HOOD LLC RETIREMENT SAVINGS PLAN | LYNNFIELD MA | 2,951 | $452.2M | $3.6M |
| 2 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $2.5M |
| 3 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 1,982 |
| $516.8M |
| $866K |
| 4 | ACCESS PLANS, LLC RMS EASYPLAN -403(B) | WYLIE TX | 930 | $23.1M | $328K |
| 5 | INTELLIGENT MEDICAL OBJECTS, INC. IMO EMPLOYEE RETIREMENT PLAN | ROSEMONT IL | 306 | $45.6M | $309K |
| 6 | KAMCO SUPPLY CORPORATION OF NEW ENGLAND KAMCO SUPPLY CORP OF NEW ENGLAND RETIREMENT PLAN | WALLINGFORD CT | 267 | $29.6M | $226K |
| 7 | SKYLINE CONSTRUCTION ENTERPRISES, INC. SKYLINE CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 272 | $36.7M | $219K |
| 8 | LAKE COUNTY TRIBAL HEALTH CONS LAKE COUNTY TRIBAL HEALTH CONS 401(K) PROFIT SHARING PLAN & TRUST | LAKEPORT CA | 285 | $7.7M | $154K |
| 9 | ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM OR | 108 | $7.1M | $78K |
| 10 | GILES AUTOMOTIVE, INC. GILES AUTOMOTIVE, INC. 401(K) PLAN | LAFAYETTE LA | 148 | $4.4M | $62K |
