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 R6 in their Schedule of Assets, totaling $23.0M 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 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $7.6M |
| 2 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $5.1M |
| 3 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R |
FORT MYERS FL |
| 1,075 |
| $47.4M |
| $2.7M |
| 4 | PRIMECARE COMMUNITY HEALTH, INC. PRIMECARE COMMUNITY HEALTH, INC. EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 240 | $9.3M | $1.4M |
| 5 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) AMPERSAND 401(K) PLAN | NEW YORK NY | 529 | $178.7M | $1.3M |
| 6 | ZYMEWORKS BIOPHARMACEUTICALS INC. ZYMEWORKS BIOPHARMACEUTICALS 401(K) PLAN | — | 76 | $12.2M | $1.0M |
| 7 | GRAND CONCOURSE ACADEMY CHARTE GRAND CONCOURSE ACADEMY CHARTE 401(K) PROFIT SHARING PLAN & TRUST | BRONX NY | 95 | $7.4M | $694K |
| 8 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $626K |
| 9 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $618K |
| 10 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $524K |
