Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $11.2M 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 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $2.9M |
| 2 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN | WEST CHICAGO IL | 130 | $11.4M | $1.3M |
| 3 | THE VILLAGES OF INDIANA INC. THE VILLAGES OF INDIANA RETIREMENT PLAN |
BLOOMINGTON IN |
| 313 |
| $9.7M |
| $1.1M |
| 4 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $924K |
| 5 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $703K |
| 6 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $694K |
| 7 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN | MONTEBELLO CA | 333 | $4.5M | $665K |
| 8 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $658K |
| 9 | GLOBAL RESOURCE SOLUTIONS INC. GLOBAL RESOURCE SOLUTIONS INC. 401K PLAN | FAIRFAX VA | 159 | $9.2M | $457K |
| 10 | FRESCA HOLDING COMPANY LLC FRESCA FOODS 401K PLAN | LOUISVILLE CO | 396 | $7.4M | $404K |
