Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire R6 Registered investment company in their Schedule of Assets, totaling $11.4M 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 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $6.2M |
| 2 | AMERILIFE US, LLC INDEPENDENT ADMINISTRATIVE SERVICES, L.L.C. 401(K) PLAN | CLEARWATER FL | 2,391 | $101.7M | $1.5M |
| 3 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST |
NEW YORK NY |
| 175 |
| $10.7M |
| $866K |
| 4 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $825K |
| 5 | ELIAS LAW GROUP LLP ELIAS LAW GROUP LLP 401(K) PLAN | WASHINGTON DC | 123 | $11.2M | $288K |
| 6 | ACI NORTHWEST, INC. ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 115 | $8.4M | $282K |
| 7 | UNIPHORE TECHNOLOGIES INC. UNIPHORE TECHNOLOGIES INC. RETIREMENT SAVINGS PLAN | PALO ALTO CA | 179 | $21.0M | $231K |
| 8 | SAN DIEGO HUMANE SOCIETY S.P.C.A. SAN DIEGO HUMANE SOCIETY AND S.P.C.A. RETIREMENT PLAN | SAN DIEGO CA | 696 | $28.6M | $176K |
| 9 | TROVE BRANDS, LLC TROVE BRANDS 401(K) PLAN | LEHI UT | 247 | $12.1M | $175K |
| 10 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $120K |
