Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire Mutual Fund in their Schedule of Assets, totaling $182K 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 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN | ADDISON TX | 129 | $17.2M | $83K |
| 2 | JES TECH JES TECH 401(K) PLAN | HOUSTON TX | 229 | $12.6M | $77K |
| 3 | PAINT SUNDRIES SOLUTIONS, INC. PAINT SUNDRIES SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
KIRKLAND WA |
| 105 |
| $16.2M |
| $11K |
| 4 | MANHATTAN RETIREMENT FOUNDATION, IN MEADOWLARK HILLS EMPLOYEES SAVINGS TRUST | MANHATTAN KS | 335 | $7.5M | $9K |
| 5 | HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE GODDARD HOUSE RETIREMENT PLAN | BROOKLINE MA | 131 | $1.7M | $2K |