Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Ret R6 in their Schedule of Assets, totaling $1.9M 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 | VERIGON, LLC VERIGON, LLC 401(K) PLAN | TEMPE AZ | 302 | $8.1M | $832K |
| 2 | VISTA HILL FOUNDATION VISTA HILL FOUNDATION MONEY PURCHASE PENSION PLAN | SAN DIEGO CA | 367 | $16.9M | $523K |
| 3 | UMATILLA-MORROW HEAD START, INC. UMATILLA-MORROW HEAD START, INC. 403(B) PLAN |
HERMISTON OR |
| 208 |
| $6.2M |
| $235K |
| 4 | G TREASURY SS, LLC G TREASURY SS, LLC 401(K) PLAN | BUFFALO GROVE IL | 162 | $22.2M | $167K |
| 5 | SIEBERT WILLIAMS SHANK & CO., LLC SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN | NEW YORK CITY NY | 146 | $57.5M | $134K |
