Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Retirement Fund - in their Schedule of Assets, totaling $150.0M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $21.1M |
| 2 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $10.0M |
| 3 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN |
ATHENS TN |
| 578 |
| $79.8M |
| $9.6M |
| 4 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $6.4M |
| 5 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $6.3M |
| 6 | HEIMARK DISTRIBUTING, LLC HEIMARK DISTRIBUTING, LLC 401 (K) PLAN | SANTA FE SPRINGS CA | 194 | $41.1M | $6.2M |
| 7 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $6.2M |
| 8 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $5.5M |
| 9 | J M SMITH CORPORATION J M SMITH CORPORATION PROFIT SHARING AND 401(K) PLAN | SPARTANBURG SC | 380 | $101.9M | $5.1M |
| 10 | JENNIE STUART MEDICAL CENTER JENNIE STUART MEDICAL CENTER 403(B) PLAN | HOPKINSVILLE KY | 1,141 | $40.9M | $4.5M |
