Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds 2065 Target Date Retirement Registered investment company in their Schedule of Assets, totaling $350K 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 | TREEHOUSE TREEHOUSE 403(B) RETIREMENT PLAN | SEATTLE WA | 178 | $9.1M | $134K |
| 2 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 371 | $29.3M | $65K |
| 3 | ELM STREET TECHNOLOGY LLC ELM STREET TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 90 |
| $6.8M |
| $48K |
| 4 | METROPOLITAN MANAGEMENT GROUP METROPOLITAN COMPANIES 401(K) PLAN | WYOMISSING PA | 210 | $4.0M | $44K |
| 5 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $27K |
| 6 | HARDING ACADEMY HARDING ACADEMY TAX DEFERRED ANNUITY PLAN | NASHVILLE TN | 98 | $16.6M | $24K |
| 7 | HUNTERDON ORTHOPEDIC INSTITUTE HUNTERDON ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST | FLEMINGTON NJ | 84 | $22.2M | $6K |
| 8 | ANC SPORTS ENTERPRISES LLC ANC SPORTS ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | PURCHASE NY | 202 | $4.1M | $2K |
