Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Fund -- in their Schedule of Assets, totaling $32.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $10.4M |
| 2 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUND PLUMBERS AND STEAMFITTERS LOCAL 440 DEFINED CONTRIBUTION PLAN | LAFAYETTE IN | 3,535 | $198.2M | $7.4M |
| 3 | ZOTEC PARTNERS, LLC |
CARMEL IN |
| 1,005 |
| $103.6M |
| $1.5M |
| 4 | 3CLOUD LLC 3CLOUD LLC 401(K) PLAN | DOWNERS GROVE IL | 626 | $39.7M | $1.3M |
| 5 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $1.3M |
| 6 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $1.2M |
| 7 | MEETINGS & INCENTIVES WORLDWIDE, INC. MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN | CALEDONIA WI | 296 | $20.8M | $1.1M |
| 8 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 103 | $30.7M | $1.0M |
| 9 | WEBER METALS, INC. WEBER METALS, INC. SAVINGS AND RETIREMENT PLAN | PARAMOUNT CA | 401 | $32.1M | $965K |
| 10 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $838K |
