Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retirement Class R6 in their Schedule of Assets, totaling $14.5M 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 | NANA REGIONAL CORPORATION, INC. NANA REGIONAL CORPORATION, INC. COMPENSATION DEFERRAL PLAN | ANCHORAGE AK | 2,963 | $199.4M | $5.6M |
| 2 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN | JOPLIN MO | 4,778 | $213.3M | $3.3M |
| 3 | NORTHWOOD INVESTORS LLC NORTHWOOD 401(K) SAVINGS PLAN |
DENVER CO |
| 3,739 |
| $74.1M |
| $2.6M |
| 4 | GLOBAL IID PARENT, LLC GLOBAL IID 401(K) PLAN | GRAPEVINE TX | 636 | $23.0M | $893K |
| 5 | AJAX BUILDING COMPANY, LLC AJAX BUILDING COMPANY 401(K) PLAN | MIDWAY FL | 260 | $20.1M | $857K |
| 6 | NISHIKAWA COOPER LLC NISHIKAWA COOPER LLC RETIREMENT PLAN | TOPEKA IN | 1,102 | $64.8M | $492K |
| 7 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $398K |
| 8 | PRAIRIESTAR HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR PRAIRIESTAR HEALTH CENTER, INC. | HUTCHINSON KS | 148 | $6.5M | $188K |
| 9 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $160K |
| 10 | ROBINSON PAVING COMPANY, INC. ROBINSON PAVING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | COLUMBUS GA | 136 | $5.7M | $56K |
