Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds Af Trgt Date 2025 R6 - in their Schedule of Assets, totaling $161.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $57.7M |
| 2 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $15.9M |
| 3 | WEISIGER GROUP INC WEISIGER GROUP 401(K) PLAN |
CHARLOTTE NC |
| 2,290 |
| $166.9M |
| $12.9M |
| 4 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $11.9M |
| 5 | MONTERRA CREDIT UNION MONTERRA CREDIT UNION 401(K) PLAN | REDWOOD CITY CA | 217 | $43.6M | $6.7M |
| 6 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $5.3M |
| 7 | ANDREWS FEDERAL CREDIT UNION ANDREWS FEDERAL CREDIT UNION 401(K) PLAN | SUITLAND MD | 341 | $31.7M | $4.5M |
| 8 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $4.4M |
| 9 | IOVINO ENTERPRISES, LLC IOVINO ENTERPRISES, LLC 401(K) PLAN | GREAT NECK NY | 401 | $50.0M | $4.0M |
| 10 | TIB, INC. TIB EMPLOYEE SAVINGS PLAN | FARMERS BRANCH TX | 239 | $76.5M | $3.9M |
