Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retirement Fund R-6 in their Schedule of Assets, totaling $7.2M 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 | WEBASTO ROOF SYSTEMS INC. ONE WEBASTO 401(K) RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,572 | $166.8M | $5.7M |
| 2 | LESTER E. COX MEDICAL CENTERS COXHEALTH 401(K) PLAN | SPRINGFIELD MO | 232 | $183.0M | $983K |
| 3 | NTIRETY, INC. NTIRETY 401(K) PLAN |
NEWARK DE |
| 167 |
| $36.6M |
| $559K |
