Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds 2065 Target Mutual Fund in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $3.2M |
| 2 | SUNWEST BANK SUNWEST BANK 401(K) PROFIT SHARING PLAN | IRVINE CA | 273 | $22.9M | $269K |
