Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Fund R3 in their Schedule of Assets, totaling $464K 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 | HOLLENBECK PALMS HOLLENBECK PALMS 401K PLAN | LOS ANGELES CA | 178 | $6.2M | $255K |
| 2 | JEFFORDS STEEL AND SPECIALTY COMPANY, INC. JEFFORDS STEEL AND ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | PLATTSBURGH NY | 98 | $11.2M | $173K |
| 3 | COMMUNITY LIVING & SUPPORT SERVICES, INC |
PITTSBURGH PA |
| 106 |
| $3.9M |
| $36K |
