Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds American Funds 2025 Target Date Retirement in their Schedule of Assets, totaling $36.4M 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 | SADDLE CREEK CORPORATION DBA SADDLE CREEK LOGISTICS SADDLE CREEK CORPORATION RETIREMENT SAVINGS PLAN | LAKELAND FL | 4,568 | $155.5M | $14.2M |
| 2 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $5.4M |
| 3 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 339 |
| $93.4M |
| $3.4M |
| 4 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $3.3M |
| 5 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $2.3M |
| 6 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $938K |
| 7 | BEMIS MANUFACTURING COMPANY BEMIS EMPLOYEES' SAVINGS PLAN | SHEBOYGAN FALLS WI | 385 | $107.6M | $792K |
| 8 | ALLIANCE FRANCHISE BRANDS LLC ALLIANCE FRANCHISE BRANDS LLC EMPLOYEES SAVINGS AND RETIREMENT PLAN | PLYMOUTH MI | 186 | $23.0M | $777K |
| 9 | WELIA HEALTH WELIA HEALTH 401(K) RETIREMENT SAVINGS PLAN | MORA MN | 593 | $26.6M | $753K |
| 10 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $718K |
