Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds 2060 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $9.5M 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 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $1.9M |
| 2 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST | PLANO TX | 420 | $127.5M | $1.2M |
| 3 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) |
NEW YORK NY |
| 529 |
| $178.7M |
| $1.1M |
| 4 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $1.1M |
| 5 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $587K |
| 6 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $516K |
| 7 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $512K |
| 8 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $492K |
| 9 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $442K |
| 10 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION 401(K) PLAN | MAYETTA KS | 765 | $24.2M | $414K |
