Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire R6 Mutual fund n/a in their Schedule of Assets, totaling $3.2M 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 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN | WOODBRIDGE VA | 1,736 | $53.7M | $2.1M |
| 2 | LAND VIEW, INC. LAND VIEW, INC. 401(K) PROFIT SHARING PLAN | RUPERT ID | 259 | $21.8M | $400K |
| 3 | COMMONWEALTH HOLDINGS, INC. COMMONWEALTH HOLDINGS, INC. 401(K) PLAN |
LINCOLN NE |
| 259 |
| $23.2M |
| $121K |
| 4 | APPLIED TALENT RESOURCES LLC APPLIED TALENT RESOURCES LLC 401(K)PLAN | DALLAS TX | 165 | $1.6M | $116K |
| 5 | IMAGETREND, LLC IMAGETREND, LLC 401(K) RETIREMENT PLAN | EAGAN MN | 339 | $30.2M | $103K |
| 6 | GARY AMOTH TRUCKING, INC. GARY AMOTH TRUCKING, INC. 401(K) PLAN | TWIN FALLS ID | 190 | $6.5M | $74K |
| 7 | LOS ANGELES COUNTY FAIR ASSOCIATION LOS ANGELES COUNTY FAIR ASSOCIATION 401(K) PROFIT SHARING PLAN | POMONA CA | 261 | $11.8M | $67K |
| 8 | THE KOEHLER ORGANIZATION THE KOEHLER ORGANIZATION 401(K) PLAN | ABERDEEN SD | 483 | $8.5M | $56K |
| 9 | LEWIS DRUGS, INC. LEWIS DRUGS, INC. 401(K) PLAN | SIOUX FALLS SD | 1,258 | $56.1M | $54K |
| 10 | AMAX ENGINEERING CORPORATION AMAX PROFIT SHARING 401(K) PLAN | FREMONT CA | 136 | $25.7M | $40K |
