Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retire R6 - in their Schedule of Assets, totaling $40.1M 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 | WHITE PLAINS HOSPITAL MEDICAL CENTER WHITE PLAINS HOSPITAL CENTER 403(B) DEFINED CONTRIBUTION RETIREMENT PROGRAM | WHITE PLAINS NY | 5,180 | $627.5M | $27.8M |
| 2 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $2.0M |
| 3 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN |
KANSAS CITY MO |
| 1,509 |
| $301.8M |
| $2.0M |
| 4 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $1.1M |
| 5 | EAGLE PHYSICIANS AND ASSOCIATES, P.A EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | GREENSBORO NC | 377 | $82.4M | $837K |
| 6 | TERRAPHASE ENGINEERING TERRAPHASE ENGINEERING 401(K) PLAN | OAKLAND CA | 160 | $30.3M | $795K |
| 7 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | HOUSTON TX | 400 | $37.5M | $785K |
| 8 | KELLER TECHNOLOGY CORPORATION THE KELLER TECHNOLOGY CORPORATION 401(K) RETIREMENT PLAN | BUFFALO NY | 152 | $49.4M | $701K |
| 9 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $668K |
| 10 | ATTIVO MARKETING SERVICES, LLC ATTIVO 401(K) RETIREMENT PLAN | BOSTON MA | 122 | $6.6M | $642K |
