Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $3.0M 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 | $632K |
| 2 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $630K |
| 3 | DEER MANAGEMENT SYSTEMS LLC |
DECORAH IA |
| 392 |
| $3.7M |
| $350K |
| 4 | THE VILLAGES OF INDIANA INC. THE VILLAGES OF INDIANA RETIREMENT PLAN | BLOOMINGTON IN | 313 | $9.7M | $208K |
| 5 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $181K |
| 6 | GLOBAL RESOURCE SOLUTIONS INC. GLOBAL RESOURCE SOLUTIONS INC. 401K PLAN | FAIRFAX VA | 159 | $9.2M | $174K |
| 7 | LUBE MANAGEMENT CORP. LUBE MANAGEMENT CORP 401K SAFE HARBOR RETIREMENT SAVINGS PLAN | SANDY UT | 269 | $11.1M | $138K |
| 8 | WEST COUNTY HEALTH CENTERS INC. WEST COUNTY HEALTH CENTERS INC. 403B PLAN | SEBASTOPOL CA | 201 | $10.4M | $133K |
| 9 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN | WEST CHICAGO IL | 130 | $11.4M | $105K |
| 10 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 225 | $6.6M | $101K |
