Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds 2025 Trgt Date Retire R6 in their Schedule of Assets, totaling $4.0M 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 | TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN I.B.E.W. LOCAL NO. 106 ANNUITY PLAN | JAMESTOWN NY | 165 | $29.8M | $1.9M |
| 2 | JSERRA CATHOLIC HIGH SCHOOL JSERRA CATHOLIC HIGH SCHOOL 401(K) SAVINGS PLAN | SAN JUAN CAPISTRANO CA | 212 | $8.8M | $1.1M |
| 3 | YELLOWSTONE BOYS AND GIRLS RANCH |
BILLINGS MT |
| 202 |
| $5.9M |
| $373K |
| 4 | FREDERICKSBURG CHRISTIAN EDUCATIONAL SERVICES, INC. FREDERICKSBURG CHRISTIAN SCHOOL 401(K) PLAN | FREDERICKSBURG VA | 171 | $5.4M | $240K |
| 5 | WSRP, LLC WSRP, LLC 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 96 | $10.0M | $208K |
| 6 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 344 | $3.5M | $178K |
