Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN FUNDS 2065 TARGET MUTUAL FUNDS in their Schedule of Assets, totaling $255K 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 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $111K |
| 2 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $86K |
| 3 | COUNTRY FAIR, INC. |
ERIE PA |
| 920 |
| $1.3M |
| $37K |
| 4 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $23K |
