Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retirement Fund, Class R6 in their Schedule of Assets, totaling $23.2M 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 | DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS TX | 863 | $155.2M | $4.6M |
| 2 | THE BERNICK COMPANIES THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 668 | $64.3M | $4.0M |
| 3 | COLORADO ROCKIES BASEBALL CLUB, LTD. COLORADO ROCKIES 401(K) SAVINGS AND INVESTMENT PLAN |
DENVER CO |
| 569 |
| $59.9M |
| $2.8M |
| 4 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $2.4M |
| 5 | BRADY SERVICES HOLDINGS, INC. BRADY SERVICES HOLDINGS, INC. | GREENSBORO NC | 532 | $63.2M | $2.2M |
| 6 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $1.9M |
| 7 | STAR LEASING COMPANY, LLC STAR LEASING COMPANY, LLC 401(K) PLAN | COLUMBUS OH | 561 | $28.8M | $1.1M |
| 8 | WILLOWWOOD GLOBAL, LLC WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN | MT. STERLING OH | 174 | $23.2M | $704K |
| 9 | BASIC SYSTEMS INC BASIC SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE OH | 67 | $15.1M | $702K |
| 10 | TUBESCIENCE USA, INC. TUBESCIENCE USA, INC. 401K PLAN | LOS ANGELES CA | 116 | $5.2M | $693K |
