Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds 2065 Trgt Date Retire R7 Mutual fund in their Schedule of Assets, totaling $768K 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 | J.W. SPEAKER CORPORATION J.W. SPEAKER CORPORATION 401 (K) PLAN | GERMANTOWN WI | 471 | $48.7M | $768K |
