Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 75 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire R6 Mutual fund - in their Schedule of Assets, totaling $17.8M 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 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $1.4M |
| 2 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $1.2M |
| 3 | THE WENGER GROUP, INC. THE WENGER GROUP PROFIT SHARING PLAN |
LANCASTER PA |
| 915 |
| $68.0M |
| $1.2M |
| 4 | WORLDWIDE SUPPLY CHAIN SOLUTIONS, INC. WORLDWIDE SUPPLY CHAIN SOLUTIONS, INC. 401(K) PLAN & TRUST | URBANDALE IA | 368 | $16.0M | $1.1M |
| 5 | MACHINE SPECIALTIES, INC. MACHINE SPECIALTIES INC 401(K) PROFIT SHARING PLAN & TRUST | WHITSETT NC | 303 | $16.6M | $923K |
| 6 | SPECIALIST STAFFING SOLUTIONS, INC. SPECIALIST STAFFING SOLUTIONS, INC. RETIREMENT PLAN | HOUSTON TX | 2,833 | $40.4M | $737K |
| 7 | HOFFMAN ENTERPRISES HOFFMAN ENTERPRISES 401(K) SAVINGS PLAN | EAST HARTFORD CT | 440 | $29.6M | $685K |
| 8 | GLY CONSTRUCTION, INC. GLY CONSTRUCTION, INC. 401(K) PLAN | BELLEVUE WA | 183 | $104.1M | $676K |
| 9 | RBM OF ATLANTA, INC. RBM OF ATLANTA, INC. SALARY DEFERRAL 401(K) PLAN | ATLANTA GA | 558 | $54.2M | $624K |
| 10 | EYE HEALTH AMERICA, LLC EYE HEALTH AMERICA 401(K) PLAN | EASLEY SC | 1,186 | $45.3M | $586K |
