Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Fund -- in their Schedule of Assets, totaling $33.6M 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 | BRISTOW GROUP INC. BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | HOUSTON TX | 618 | $189.5M | $10.0M |
| 2 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $3.6M |
| 3 | WEBER METALS, INC. WEBER METALS, INC. SAVINGS AND RETIREMENT PLAN |
PARAMOUNT CA |
| 401 |
| $32.1M |
| $2.7M |
| 4 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $2.3M |
| 5 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $2.2M |
| 6 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $2.1M |
| 7 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $2.1M |
| 8 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $1.9M |
| 9 | STELLAR J. CONSTRUCTION, INC. STELLAR J 401(K) RETIREMENT PLAN | WOODLAND WA | 113 | $15.8M | $1.2M |
| 10 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $991K |
