Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds 2065 Target Date # in their Schedule of Assets, totaling $5.3M 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 | COMPREHENSIVE CARE SERVICES, INC. COMPREHENSIVE CARE SERVICES, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH MI | 828 | $83.5M | $826K |
| 2 | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN 403(B) PLAN | MADISON WI | 765 | $93.1M | $660K |
| 3 | SAVINGS BANK OF MENDOCINO COUNTY SAVINGS BANK OF MENDOCINO COUNTY 401(K) AND PROFIT SHARING PLAN | UKIAH CA | 177 | $24.7M | $584K |
| 4 | ANDY MOHR AUTOMOTIVE GROUP, INC. ANDY MOHR AUTOMOTIVE 401(K) PLAN | PLAINFIELD IN | 1,121 | $36.2M | $506K |
| 5 | HINO MOTORS MANUFACTURING U.S.A., INC. HINO MOTORS MANUFACTURING U.S.A., INC. 401(K) PROFIT SHARING PLAN | NOVI MI | 2,069 | $55.1M | $362K |
| 6 | INTEGRA CAPITAL GROUP, INC. CENTURY BUSINESS SOLUTIONS 401(K) PLAN | IRVINE CA | 154 | $7.1M | $351K |
| 7 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $277K |
| 8 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $235K |
| 9 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $217K |
| 10 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $217K |
