Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding American funds American funds 2060 Target Date Retirement Fund - in their Schedule of Assets, totaling $100.9M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $26.9M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $14.9M |
| 3 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN |
WICHITA KS |
| 1,295 |
| $106.2M |
| $5.4M |
| 4 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $4.2M |
| 5 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $3.9M |
| 6 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $3.2M |
| 7 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $2.7M |
| 8 | BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN | BOSTON MA | 763 | $69.8M | $2.0M |
| 9 | ONIT, INC. ONIT 401(K) PLAN | ATLANTA GA | 259 | $20.6M | $1.7M |
| 10 | BEMIS MANUFACTURING COMPANY BEMIS MANUFACTURING COMPANY EXTRA RETIREMENT SAVINGS AND TRUST | SHEBOYGAN FALLS WI | 847 | $53.3M | $1.7M |
