Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds 2065 Target Date in their Schedule of Assets, totaling $6.8M 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 | ROLAND MACHINERY COMPANY ROLAND MACHINERY COMPANY EMPLOYEE BENEFIT PLAN AND TRUST | SPRINGFIELD IL | 314 | $46.3M | $1.6M |
| 2 | INCEPTION FERTILITY CORPORATE SERVICES, LLC INCEPTION FERTILITY 401(K) PLAN | HOUSTON TX | 1,344 | $90.8M | $1.5M |
| 3 | AMERICAN ANGUS ASSOCIATION |
ST. JOSEPH MI |
| 288 |
| $56.1M |
| $636K |
| 4 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $544K |
| 5 | DEPLOYED RESOURCES LLC DEPLOYED RESOURCES LLC 401(K) PLAN | ROME NY | 1,139 | $19.3M | $498K |
| 6 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 409 | $24.3M | $237K |
| 7 | TREW, LLC TREW, LLC. 401(K) PLAN | WEST CHESTER OH | 448 | $27.8M | $226K |
| 8 | DIVURGENT LLC DIVURGENT LLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 210 | $11.4M | $190K |
| 9 | MELLOTT COMPANY, LLC MELLOTT COMPANY 401(K) PLAN | WARFORDSBURG PA | 365 | $28.5M | $154K |
| 10 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $149K |
