Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds 2065 Target Date Retirement R6 - in their Schedule of Assets, totaling $10.6M 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 | RILEY CREEK LUMBER COMPANY IDAHO FOREST GROUP LLC 401(K) PLAN | COEUR DALENE ID | 1,276 | $118.6M | $5.2M |
| 2 | BIO-RAD LABORATORIES, INC. BIO-RAD LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | HERCULES CA | 3,365 | $1.1B | $2.2M |
| 3 | LIL' DRUG STORE PRODUCTS, INC. |
CEDAR RAPIDS IA |
| 154 |
| $18.0M |
| $882K |
| 4 | MEDICAL ONCOLOGY & HEMATOLOGY ASSOCIATES MISSION CANCER + BLOOD 401(K) PLAN | DES MOINES IA | 0 | $51.9M | $495K |
| 5 | BREWSTER AMBULANCE SERVICE, INC. BREWSTER AMBULANCE SERVICE 401(K) RETIREMENT PLAN | WEYMOUTH MA | 1,104 | $15.6M | $296K |
| 6 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $250K |
| 7 | HARTING, INC. HARTING, INC. PROFIT SHARING 401(K) PLAN & TRUST | ELGIN IL | 185 | $22.3M | $181K |
| 8 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $148K |
| 9 | UNITED ANIMAL HEALTH, INC. UNITED ANIMAL HEALTH, INC. 401(K) PLAN | SHERIDAN IN | 321 | $71.7M | $133K |
| 10 | WALLACE DESIGN COLLECTIVE, PC WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN | TULSA OK | 291 | $30.4M | $102K |
