Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds 2060 Trgt Date in their Schedule of Assets, totaling $2.7M 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 | CHAS ROBERTS AIR CONDITIONING, INC. CHAS ROBERTS AIR CONDITIONING, INC. 401(K) PLAN | PHOENIX AZ | 665 | $29.2M | $1.7M |
| 2 | DANIEL RP MANAGEMENT, LLC DANIEL RP MANAGEMENT, LLC 401(K) PLAN | GREENSBORO GA | 888 | $29.5M | $360K |
| 3 | GREAT BASIN INDUSTRIAL GBI 401(K) PLAN |
KAYSVILLE UT |
| 284 |
| $6.7M |
| $358K |
| 4 | VNS FEDERAL SERVICES, LLC VNS FEDERAL SERVICES, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | PIKETON OH | 161 | $34.1M | $282K |
