Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds 2065 TD* in their Schedule of Assets, totaling $2.9M 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 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $805K |
| 2 | PREMIER DERMATOLOGY, LLC PREMIER DERMATOLOGY 401(K) PLAN | SARASOTA FL | 173 | $16.4M | $493K |
| 3 | TONIX PHARMACEUTICALS HOLDING CORP. TONIX PHARMACEUTICALS HOLDING CORP. 401(K) PLAN |
CHATHAM NJ |
| 65 |
| $13.7M |
| $355K |
| 4 | RHP STAFFING COMPANY RHP STAFFING COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 965 | $12.3M | $333K |
| 5 | PATHWAYS INC PATHWAYS, INCORPORATED EMPLOYEES' RETIREMENT PLAN | CORNING NY | 496 | $18.2M | $213K |
| 6 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $206K |
| 7 | FHC, INC. FHC, INC. 401(K) PLAN | BOWDOIN ME | 105 | $8.5M | $143K |
| 8 | EAST SIDE HOUSE EAST SIDE HOUSE 401(K) PLAN | BRONX NY | 85 | $3.1M | $73K |
| 9 | NEW HOLLAND BREWING COMPANY, LLC NEW HOLLAND BREWING 401(K) PLAN | HOLLAND MI | 330 | $5.8M | $57K |
| 10 | LORD HOBO BREWING COMPANY LORD HOBO BREWING COMPANY 401(K) PLAN | WOBURN MA | 101 | $698K | $55K |
