Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2025 Target Date N/R in their Schedule of Assets, totaling $4.4M 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 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $2.7M |
| 2 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC ANDREWS DISTRIBUTING COMPANY 401(K) PLAN | DALLAS TX | 1,888 | $110.0M | $626K |
| 3 | ATRIUM STAFFING SERVICES LTD. |
PITTSBURGH PA |
| 3,739 |
| $29.1M |
| $553K |
| 4 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $302K |
| 5 | CAVA HOLDING COMPANY, A DELAWARE CORPORATION CAVA GROUP, INC. 401(K) PLAN | WASHINGTON DC | 10,469 | $18.4M | $233K |
| 6 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $5K |
