Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS in their Schedule of Assets, totaling $1.8M 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 | BENTALLGREENOAK (U.S.), LIMITED PARTNERSHIP BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN | SEATTLE WA | 243 | $58.8M | $795K |
| 2 | FOWLER HOLDING COMPANY, INC. FOWLER HOLDING COMPANY, INC. 401(K) PLAN | NORMAN OK | 530 | $20.3M | $607K |
| 3 | GELLERT GLOBAL GROUP |
ELIZABETH NJ |
| 1,834 |
| $85.3M |
| $169K |
| 4 | TITLE FINANCIAL CORPORATION TITLE FINANCIAL CORPORATION 401(K) PLAN | BLACKFOOT ID | 393 | $32.6M | $104K |
| 5 | FUTUREFUEL CHEMICAL COMPANY FUTUREFUEL CHEMICAL COMPANY 401(K) PLAN | BATESVILLE AR | 518 | $69.8M | $75K |
| 6 | ARORA AND ASSOCIATES, P.C. ARORA AND ASSOCIATES, P.C. PENSION PLAN | LAWRENCEVILLE NJ | 115 | $38.8M | $44K |
| 7 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $2K |
