Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Retirement Fund N/A in their Schedule of Assets, totaling $7.3M 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 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $2.7M |
| 2 | AB PAC MEDIA ADVOCATES 401(K) PLAN | WASHINGTON DC | 159 | $11.6M | $1.3M |
| 3 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN |
ARLINGTON VA |
| 337 |
| $41.4M |
| $1.1M |
| 4 | ATS OPERATING, LLC AMERICA'S THRIFT STORE 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,276 | $3.8M | $895K |
| 5 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $486K |
| 6 | SUNDOWN M RANCH CORPORATION SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN | SELAH WA | 115 | $3.9M | $287K |
| 7 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $246K |
| 8 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $241K |
