Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $27.7M 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 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $4.7M |
| 2 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $4.6M |
| 3 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN |
CULVER CITY CA |
| 2,525 |
| $56.7M |
| $2.6M |
| 4 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $2.5M |
| 5 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $2.5M |
| 6 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $1.5M |
| 7 | CALIBER PUBLIC SCHOOLS CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 223 | $7.6M | $1.1M |
| 8 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $957K |
| 9 | GOLD POINT LODGING & REALTY, INC. BRECKENRIDGE GRAND VACATIONS 401(K) PLAN | BRECKENRIDGE CO | 639 | $23.0M | $891K |
| 10 | FAIRWINDS CREDIT UNION FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN | ORLANDO FL | 595 | $91.2M | $891K |
