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 2065 Target Date Fund R5 in their Schedule of Assets, totaling $850K 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 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN | SAN DIEGO CA | 253 | $26.7M | $689K |
| 2 | EAGLE EYE PRODUCE EAGLE EYE PRODUCE 401(K) PLAN | IDAHO FALLS ID | 352 | $9.8M | $124K |
| 3 | ACCOUNTING FULFILLMENT SERVICES, LLC. AFS 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 242 |
| $7.1M |
| $27K |
| 4 | THE WAY INTERNATIONAL THE WAY INTERNATIONAL 401(K) SAVINGS PLAN | NEW KNOXVILLE OH | 268 | $16.2M | $10K |
