Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Fund R6 - in their Schedule of Assets, totaling $13.4M 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 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $3.3M |
| 2 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $1.3M |
| 3 | CONSULTING ENGINEERING SERVICES, INC. CONSULTING ENGINEERING SERVICES, INC. 401(K) PROFIT SHARING PLAN |
MIDDLETOWN CT |
| 170 |
| $28.0M |
| $709K |
| 4 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $694K |
| 5 | UNITED STATES SOCCER FEDERATION, INC. U.S. SOCCER FEDERATION RETIREMENT PLAN | CHICAGO IL | 343 | $36.1M | $679K |
| 6 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $672K |
| 7 | NATIONAL WOMEN'S SOCCER LEAGUE LLC NWSL PLAYERS 401(K) | CHICAGO IL | 391 | $2.8M | $637K |
| 8 | A-GAS US INC. A-GAS US INC. 401(K) PLAN | BOWLING GREEN OH | 387 | $19.6M | $603K |
| 9 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $529K |
| 10 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $494K |
