Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds 2065 TD Ret R6 in their Schedule of Assets, totaling $2.1M 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 | A-LIGN COMPLIANCE AND SECURITY, INC. A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN | TAMPA FL | 402 | $24.8M | $898K |
| 2 | WHIRLWIND STEEL BUILDINGS, INC. WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN | HOUSTON TX | 680 | $21.4M | $468K |
| 3 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN |
SANTA BARBARA CA |
| 534 |
| $189.4M |
| $422K |
| 4 | CARELINC MEDICAL EQUIPMENT & SUPPLY CO., LLC CARELINC 401(K) PLAN | GRAND RAPIDS MI | 766 | $19.4M | $116K |
| 5 | PLANET NINE PRIVATE AIR, LLC PLANET NINE PRIVATE AIR, LLC 401(K) PLAN | VAN NUYS CA | 100 | $7.0M | $77K |
| 6 | TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND | PEWAUKEE WI | 9,375 | $59.7M | $45K |
| 7 | LABOR FINDERS INTERNATIONAL, INC. LABOR FINDERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | PALM BEACH GARDENS FL | 205 | $10.7M | $36K |
