Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2060 Fund in their Schedule of Assets, totaling $2.0M 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 | CRESA PARTNERS BOSTON INC CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 95 | $39.9M | $1.5M |
| 2 | HOMEWERKS WORLDWIDE LLC HOMEWERKS WORLDWIDE LLC 401(K) | LAKE BLUFF IL | 164 | $8.7M | $359K |
| 3 | SPECIALTY PROMOTIONS, INC. SPECIALTY PROMOTIONS, INC. RETIREMENT PLAN |
NILES IL |
| 307 |
| $20.2M |
| $67K |
| 4 | BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN | RIVERDALE MD | 194 | $13.6M | $41K |
