Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Fund R4 in their Schedule of Assets, totaling $8.9M 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 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN | NEWARK DE | 196 | $15.2M | $1.8M |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $1.3M |
| 3 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA |
WINSTON-SALEM NC |
| 108 |
| $32.2M |
| $1.2M |
| 4 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $1.0M |
| 5 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $986K |
| 6 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $622K |
| 7 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN | NORMAL IL | 242 | $13.7M | $599K |
| 8 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $497K |
| 9 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $373K |
| 10 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $235K |
