Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.4M 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 | RANKEN JORDAN HOME FOR CONVALESCENT CRIPPLED CHILDREN RANKEN JORDAN EMPLOYEES 403B PLAN | MARYLAND HEIGHTS MO | 512 | $29.6M | $1.1M |
| 2 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $1.1M |
| 3 | GREAT PLAINS HEALTH ALLIANCE |
PHILLIPSBURG KS |
| 867 |
| $65.9M |
| $894K |
| 4 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $636K |
| 5 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $625K |
| 6 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE TAX DEFERRED ANNUITY PLAN | PHILLIPSBURG KS | 1,019 | $37.9M | $581K |
| 7 | GLOBAL RESOURCE SOLUTIONS INC. GLOBAL RESOURCE SOLUTIONS INC. 401K PLAN | FAIRFAX VA | 159 | $9.2M | $389K |
| 8 | RETAIL TECHNOLOGY GROUP INC. RETAIL TECHNOLOGY GROUP INC. PROFIT SHARING PLAN TRUST | FENTON MO | 155 | $6.1M | $307K |
| 9 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $302K |
| 10 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $282K |
