Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Retirement Fund, Class R6 in their Schedule of Assets, totaling $42.7M 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 | DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS TX | 863 | $155.2M | $12.0M |
| 2 | COLORADO ROCKIES BASEBALL CLUB, LTD. COLORADO ROCKIES 401(K) SAVINGS AND INVESTMENT PLAN | DENVER CO | 569 | $59.9M | $6.4M |
| 3 | BRADY SERVICES HOLDINGS, INC. BRADY SERVICES HOLDINGS, INC. |
GREENSBORO NC |
| 532 |
| $63.2M |
| $4.5M |
| 4 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $4.1M |
| 5 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $3.5M |
| 6 | WILLOWWOOD GLOBAL, LLC WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN | MT. STERLING OH | 174 | $23.2M | $2.7M |
| 7 | RIOT GAMES RIOT GAMES 401(K) PLAN | LOS ANGELES CA | 3,345 | $676.2M | $2.4M |
| 8 | THE BERNICK COMPANIES THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 668 | $64.3M | $2.0M |
| 9 | WYCKOFF FARMS, INC. WYCKOFF ENTERPRISES 401(K) PROFIT SHARING PLAN | GRANDVIEW WA | 1,192 | $19.8M | $1.5M |
| 10 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $1.5M |
