Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2065 Target Retirement R6 " in their Schedule of Assets, totaling $1.5M 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 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $569K |
| 2 | BOSTON BALLET BOSTON BALLET 403(B) RETIREMENT PLAN | BOSTON MA | 255 | $16.5M | $496K |
| 3 | KAY AND ASSOCIATES, INC. KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN |
BUFFALO GROVE IL |
| 1,368 |
| $23.1M |
| $352K |
| 4 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $50K |
| 5 | THE WORKPLACE, INC. THE WORKPLACE, INC. 401K RETIREMENT PLAN | BRIDGEPORT CT | 149 | $19.0M | $40K |
