Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds Af Trgt Date 2065 R6 - in their Schedule of Assets, totaling $26.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT LLC ARES RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 2,003 | $518.6M | $9.7M |
| 2 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $3.0M |
| 3 | PROCORE TECHNOLOGIES, INC. PROCORE TECHNOLOGIES RETIREMENT PLAN |
CARPINTERIA CA |
| 3,256 |
| $345.2M |
| $2.2M |
| 4 | TOKYO ELECTRON US HOLDINGS, INC. TOKYO ELECTRON RETIREMENT PLAN | AUSTIN TX | 2,280 | $651.7M | $2.0M |
| 5 | WEISIGER GROUP INC WEISIGER GROUP 401(K) PLAN | CHARLOTTE NC | 2,290 | $166.9M | $1.6M |
| 6 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $1.2M |
| 7 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $1.2M |
| 8 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $1.0M |
| 9 | IHERB, LLC IHERB 401(K) PLAN | IRVINE CA | 1,826 | $110.4M | $863K |
| 10 | CATAMORPHIC CO. LAUNCHDARKLY 401(K) PLAN | OAKLAND CA | 391 | $33.1M | $754K |
