Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds 2065 Target Retirement in their Schedule of Assets, totaling $3.0M 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 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $1.4M |
| 2 | GRITMAN MEDICAL CENTER GRITMAN MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | MOSCOW ID | 746 | $47.5M | $414K |
| 3 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN |
MILWAUKEE WI |
| 349 |
| $308.4M |
| $395K |
| 4 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $251K |
| 5 | PINEAPPLE ENERGY, INC. PINEAPPLE ENERGY, INC. EMPLOYEE SAVINGS PLAN | MINNETONKA MN | 182 | $20.9M | $218K |
| 6 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN | BLOOMINGTON MN | 281 | $20.6M | $212K |
| 7 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER NH | 519 | $133.3M | $62K |
| 8 | VALERA HEALTH, INC. VALERA HEALTH 401(K) PLAN | BROOKLYN NY | 243 | $1.6M | $32K |
| 9 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $13K |
