Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American funds 2065 TRGT Date Retire R6 in their Schedule of Assets, totaling $13.4M 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 | REALTRUCK GROUP, INC. REALTRUCK RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 4,169 | $143.9M | $2.5M |
| 2 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $2.3M |
| 3 | CRETE MECHANICAL GROUP, INC. CRETE MECHANICAL GROUP, INC. 401(K) PLAN |
CHARLOTTE NC |
| 1,363 |
| $116.3M |
| $1.5M |
| 4 | EVANS HOTELS, LLC EVANS HOTELS 401(K) EMPLOYEE RETIREMENT PLAN | SAN DIEGO CA | 1,051 | $35.2M | $487K |
| 5 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $421K |
| 6 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $396K |
| 7 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $395K |
| 8 | BAXTER CREDIT UNION (DBA BCU) BCU U.S. RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 624 | $33.5M | $325K |
| 9 | ACCUMEN INC. ACCUMEN 401(K) PLAN | SCOTTSADALE AZ | 356 | $20.4M | $275K |
| 10 | VER HALEN, INC. VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST | GREEN BAY WI | 140 | $23.5M | $266K |
