Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Fund R4 in their Schedule of Assets, totaling $2.3M 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 | DATCU CREDIT UNION DATCU CREDIT UNION 401(K) RETIREMENT PLAN | CORINTH TX | 182 | $31.5M | $671K |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $360K |
| 3 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN |
NEWARK DE |
| 196 |
| $15.2M |
| $298K |
| 4 | RALLYE MOTORS, LLC RALLYE MOTOR COMPANY 401(K) PLAN | ROSLYN NY | 452 | $66.0M | $233K |
| 5 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $229K |
| 6 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN | NORMAL IL | 242 | $13.7M | $200K |
| 7 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $141K |
| 8 | GEDDES AND COMPANY GEDDES AND COMPANY PROFIT SHARING THRIFT PLAN | PHOENIX AZ | 121 | $10.7M | $67K |
| 9 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $53K |
| 10 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $48K |
