Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Fund # in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LINCOLN INTERNATIONAL LLC LINCOLN INTERNATIONAL LLC 401(K) PLAN | CHICAGO IL | 629 | $105.0M | $3.4M |
| 2 | 3CLOUD LLC 3CLOUD LLC 401(K) PLAN | DOWNERS GROVE IL | 626 | $39.7M | $1.1M |
| 3 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN |
CHICAGO IL |
| 103 |
| $30.7M |
| $874K |
| 4 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $432K |
| 5 | HARRELL'S, LLC HARRELL'S 401(K) & PROFIT SHARING PLAN | LAKELAND FL | 476 | $61.9M | $390K |
| 6 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $378K |
| 7 | LASALLE STAFFING, INC. DBA LASALLE NETWORK THE LASALLE NETWORK 401(K) PLAN | CHICAGO IL | 228 | $6.2M | $359K |
| 8 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $270K |
| 9 | CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. 401(K) PLAN | ORLANDO FL | 202 | $11.6M | $222K |
| 10 | ACCESS POINT CONSULTING, LLC ACCESS POINT CONSULTING 401(K) PROFIT SHARING PLAN | ALLENTOWN PA | 103 | $3.4M | $162K |
