Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds 2065 Trgt Dt Ret R6 Mutual fund in their Schedule of Assets, totaling $1.1M 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 | DENALI WATER SOLUTIONS LLC DENALI RETIREMENT PLAN | RUSSELLVILLE AR | 1,172 | $49.8M | $968K |
| 2 | OLD DOMINION ELECTRIC COOPERATIVE ODEC 401(K) PLAN | GLEN ALLEN VA | 140 | $42.9M | $92K |
| 3 | ED MITCHELL, INC. MITCHELLS EMPLOYEE SAVINGS & RETIREMENT PLAN |
WESTPORT CT |
| 358 |
| $77.0M |
| $82K |
| 4 | HANCOCK PHYSICIAN NETWORK, LLC HANCOCK PHYSICIAN NETWORK 403(B) PLAN | GREENFIELD IN | 161 | $36.4M | $5K |
