Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Fund R6 - in their Schedule of Assets, totaling $75.8M 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 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $6.0M |
| 2 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $5.8M |
| 3 | TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN |
FALLS CHURCH VA |
| 180 |
| $42.4M |
| $5.8M |
| 4 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $5.6M |
| 5 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $5.1M |
| 6 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $5.0M |
| 7 | KING'S DAUGHTERS MEDICAL CENTER KING'S DAUGHTERS' MEDICAL CENTER MATCHING CONTRIBUTION PLAN | ASHLAND KY | 5,058 | $180.4M | $3.7M |
| 8 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $3.6M |
| 9 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $3.5M |
| 10 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $3.2M |
