Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Retirement R6 in their Schedule of Assets, totaling $63.9M 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 | LESTER E. COX MEDICAL CENTERS COX SAVINGS INCENTIVE PLAN | SPRINGFIELD MO | 13,775 | $963.7M | $19.0M |
| 2 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $9.5M |
| 3 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN |
SEVEN VALLEYS PA |
| 3,921 |
| $218.1M |
| $9.4M |
| 4 | MARIANI ENTERPRISES LLC MARIANI ENTERPRISES 401(K) SAVINGS PLAN | LAKE BLUFF IL | 3,849 | $71.1M | $4.4M |
| 5 | DANIEL G. SCHUSTER, LLC DANIEL G. SCHUSTER LLC 401(K) SALARY REDUCTION PLAN | OWINGS MILLS MD | 1,266 | $40.1M | $3.3M |
| 6 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $3.0M |
| 7 | ACUITY, INC. ACUITY, INC. 401(K) PLAN | RESTON VA | 293 | $54.0M | $2.8M |
| 8 | THE HAIN CELESTIAL GROUP, INC. THE HAIN CELESTIAL GROUP 401(K) PLAN | HOBOKEN NJ | 959 | $98.7M | $2.3M |
| 9 | SIERRA CIRCUITS, INC. SIERRA CIRCUITS, INC. 401(K) PLAN | SUNNYVALE CA | 417 | $30.9M | $1.8M |
| 10 | BEAR HOLDINGS, LLC BEAR HOLDINGS, LLC 401(K) PLAN | COLUMBIA MO | 653 | $25.4M | $1.5M |
