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 Trgt Date Retire R3 in their Schedule of Assets, totaling $413K 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 | RIVER GARDEN HEBREW HOME/WOLFSON HEALTH & AGING CENTER RIVER GARDEN 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 336 | $12.9M | $224K |
| 2 | TIMOTHY CHRISTIAN SCHOOLS TIMOTHY CHRISTIAN SCHOOLS 403(B) PLAN | ELMHURST IL | 137 | $6.3M | $138K |
| 3 | THE VILLAGE AT MANOR PARK, INC. |
WEST ALLIS WI |
| 260 |
| $7.3M |
| $51K |
