Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds American Funds 2060 Target Date - in their Schedule of Assets, totaling $25.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $5.5M |
| 2 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN | HOUSTON TX | 1,344 | $90.8M | $3.8M |
| 3 | ROLAND MACHINERY COMPANY ROLAND MACHINERY COMPANY EMPLOYEE BENEFIT PLAN AND TRUST |
SPRINGFIELD IL |
| 314 |
| $46.3M |
| $2.1M |
| 4 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $1.8M |
| 5 | AMERICAN ANGUS ASSOCIATION AMERICAN ANGUS ASSOCIATION DISCRETIONARY DEFINED CONTRIBUTION PLAN | ST. JOSEPH MI | 288 | $56.1M | $1.5M |
| 6 | VERIS RESIDENTIAL, INC. VERIS RESIDENTIAL, INC. 401(K) SAVINGS/RETIREMENT PLAN | JERSEY CITY NJ | 185 | $58.5M | $1.5M |
| 7 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $1.3M |
| 8 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $985K |
| 9 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 409 | $24.3M | $812K |
| 10 | UNIVERSAL SERVICES TELECOMMUNICATIONS TECHNICIANS, LLC DBA UNIVERSAL S UNIVERSAL SERVICES 401(K) PLAN | WOODBURY MN | 210 | $7.5M | $738K |
