Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds 2060 Target Date N/R in their Schedule of Assets, totaling $19.6M 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 | TALEN ENERGY SUPPLY, LLC TALEN ENERGY RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,984 | $663.8M | $11.4M |
| 2 | PRIMESOURCE BUILDING PRODUCTS, INC. PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN | IRVING TX | 2,321 | $188.7M | $3.9M |
| 3 | ATRIUM STAFFING SERVICES LTD. ATRIUM STAFFING 401(K) PLAN |
PITTSBURGH PA |
| 3,739 |
| $29.1M |
| $1.9M |
| 4 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN | SAN JOSE CA | 612 | $38.8M | $1.4M |
| 5 | DOLLAR ENERGY FUND, INC. DOLLAR ENERGY FUND, INC. 403(B) PLAN | PITTSBURGH PA | 119 | $7.1M | $395K |
| 6 | NATIONAL HME, INC. NATIONAL HME 401(K) SAVINGS PLAN | IRVING TX | 407 | $7.0M | $322K |
| 7 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $174K |
| 8 | STATE OF THE ART, INC. STATE OF THE ART, INC. MONEY PURCHASE PENSION PLAN | STATE COLLEGE PA | 112 | $24.2M | $125K |
