Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2065 Trgt Date Fund R5E Registered Investment Company in their Schedule of Assets, totaling $379K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLARK PACIFIC CLARK PACIFIC 401(K) PLAN | WEST SACRAMENTO CA | 332 | $57.8M | $379K |
