Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds 2025 Target Date in their Schedule of Assets, totaling $54.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN ANGUS ASSOCIATION AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN | ST. JOSEPH MI | 288 | $56.1M | $11.7M |
| 2 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $6.6M |
| 3 | INCEPTION FERTILITY CORPORATE SERVICES, LLC |
HOUSTON TX |
| 1,344 |
| $90.8M |
| $6.1M |
| 4 | STEINMAN COMMUNICATIONS, INC. STEINMAN COMMUNICATIONS RETIREMENT SAVINGS PLAN | LANCASTER PA | 299 | $28.4M | $4.4M |
| 5 | STEINMAN COMMUNICATIONS, INC. STEINMAN COMMUNICATIONS RETIREMENT SAVINGS PLAN | LANCASTER PA | 166 | $27.0M | $3.6M |
| 6 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $3.2M |
| 7 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $2.7M |
| 8 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $2.2M |
| 9 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $2.1M |
| 10 | CARMINES BAKERY LLC THE FATHERS TABLE LLC 401K PLAN | SANFORD FL | 605 | $9.6M | $1.8M |
