Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire R6 Mutual funds in their Schedule of Assets, totaling $2.5M 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 | TIREHUB, LLC TIREHUB 401(K) PLAN | DUNWOODY GA | 1,556 | $64.7M | $1.0M |
| 2 | ORVEON GLOBAL US LLC ORVEON GLOBAL US LLC 401(K) PLAN | NEW YORK NY | 255 | $18.4M | $499K |
| 3 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN |
| 532 |
| $55.7M |
| $351K |
| 4 | JAXON ENGINEERING & MAINTENANCE JAXON RETIREMENT SAVINGS PLAN | COLORADO SPRINGS CO | 127 | $9.5M | $213K |
| 5 | CLARK BUSINESS SOLUTIONS, LLC CULVER'S 401(K) PLAN | RHINELANDER WI | 420 | $1.1M | $127K |
| 6 | E ENTITIES, LLC SAELA 401(K) PLAN | OREM UT | 263 | $1.1M | $105K |
| 7 | ALL ABOARD AMERICA! HOLDINGS, INC. ALL ABOARD AMERICA! HOLDINGS, INC. 401(K) PLAN | LAKEWOOD CO | 1,437 | $33.2M | $78K |
| 8 | WESTERN SHAMROCK CORPORATION WESTERN SHAMROCK CORPORATION 401(K) PLAN | SAN ANGELO TX | 0 | $0 | $55K |
| 9 | SIMSPACE CORPORATION SIMSPACE CORPORATION 401(K) PLAN | BOSTON MA | 172 | $13.0M | $43K |
| 10 | MILESTONES BEHAVIORAL SERVICES, INC., DBA CONNECTICUT CENTER FOR CH MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MILFORD CT | 152 | $7.6M | $42K |
