Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds 2060 in their Schedule of Assets, totaling $12.9M 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 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $9.5M |
| 2 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $1.3M |
| 3 | TAWA SUPERMARKET, INC. TAWA SUPERMARKET, INC. 401(K) PLAN |
BUENA PARK CA |
| 7,581 |
| $193.4M |
| $798K |
| 4 | BRIDGETOWN NATURAL FOODS, LLC BRIDGETOWN NATURAL FOODS 401(K) PLAN | PORTLAND OR | 440 | $8.2M | $496K |
| 5 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $408K |
| 6 | MCNEILL HOTEL COMPANY, LLC MCNEILL HOTEL COMPANY 401(K) PLAN | GERMANTOWN TN | 409 | $4.1M | $181K |
| 7 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $79K |
| 8 | STEVEN DUBNER LANDSCAPING STEVEN DUBNER LANDSCAPING 401(K) PROFIT SHARING PLAN & TRUST | WESTBURY NY | 240 | $1.1M | $70K |
| 9 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN | CHARLESTON SC | 168 | $8.3M | $59K |
| 10 | CUPPLES J & J COMPANY, INC. CUPPLES J & J COMPANY, INC. 401(K) PROFIT SHARING PLAN | JACKSON TN | 198 | $6.2M | $17K |
