Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 87 U.S. retirement plans report holding American Funds American Funds 2025 Trgt Date Retire R6 - in their Schedule of Assets, totaling $127.7M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $43.0M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $10.7M |
| 3 | GDS ASSOCIATES, INC. |
MARIETTA GA |
| 186 |
| $83.7M |
| $6.8M |
| 4 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $3.6M |
| 5 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $3.4M |
| 6 | WARRENTON OIL COMPANY, INC. WARRENTON OIL COMPANY, INC. 401(K) PROFIT SHARING PLAN | TRUESDALE MO | 500 | $17.8M | $3.3M |
| 7 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $3.2M |
| 8 | AMIGOS DEVELOPMENT CORPORATION AMIGOS DEVELOPMENT CORPORATION 401(K) PLAN | NORCO CA | 1,530 | $23.2M | $3.1M |
| 9 | GRANITE TELECOMMUNICATIONS, LLC GRANITE TELECOMMUNICATIONS 401(K) PLAN | QUINCY MA | 1,979 | $198.4M | $3.1M |
| 10 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $2.8M |
