Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Fund R5 in their Schedule of Assets, totaling $1.9M 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 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN | SAN DIEGO CA | 253 | $26.7M | $911K |
| 2 | THE WAY INTERNATIONAL THE WAY INTERNATIONAL 401(K) SAVINGS PLAN | NEW KNOXVILLE OH | 268 | $16.2M | $660K |
| 3 | EAGLE EYE PRODUCE EAGLE EYE PRODUCE 401(K) PLAN |
IDAHO FALLS ID |
| 352 |
| $9.8M |
| $323K |
| 4 | ACCOUNTING FULFILLMENT SERVICES, LLC. AFS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 242 | $7.1M | $11K |
