Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Fund R6 - in their Schedule of Assets, totaling $53.3M 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 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $10.3M |
| 2 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $9.1M |
| 3 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN |
NEW YORK NY |
| 116 |
| $58.5M |
| $3.0M |
| 4 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $2.9M |
| 5 | KING'S DAUGHTERS MEDICAL CENTER KING'S DAUGHTERS' MEDICAL CENTER MATCHING CONTRIBUTION PLAN | ASHLAND KY | 5,058 | $180.4M | $2.4M |
| 6 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $2.4M |
| 7 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $1.9M |
| 8 | UNITED STATES SOCCER FEDERATION, INC. U.S. SOCCER FEDERATION RETIREMENT PLAN | CHICAGO IL | 343 | $36.1M | $1.8M |
| 9 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $1.5M |
| 10 | NATIONAL WOMEN'S SOCCER LEAGUE LLC NWSL RETIREMENT PLAN | CHICAGO IL | 77 | $5.2M | $1.4M |
