Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds 2065 Target Date R6 - in their Schedule of Assets, totaling $2.9M 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 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $915K |
| 2 | VERSABILITY RESOURCES, INC. VERSABILITY RESOURCES, INC. 401K PLAN | HAMPTON VA | 682 | $18.8M | $829K |
| 3 | MCKENNEY'S, INC. MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN |
ATLANTA GA |
| 1,764 |
| $129.3M |
| $417K |
| 4 | FOCUS OPERATING, LLC FOCUS OPERATING, LLC 401(K) RETIREMENT PLAN | NEW HYDE PARK NY | 102 | $32.3M | $239K |
| 5 | RITTAL NORTH AMERICA LLC RITTAL 401(K) PLAN | URBANA OH | 895 | $57.3M | $189K |
| 6 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) | LAWRENCEBURG TN | 1,281 | $17.6M | $83K |
| 7 | TCPS, INC. TCPS, INC. 401(K) PLAN | LANHAM MD | 289 | $17.9M | $75K |
| 8 | MENNO HAVEN, INC. MENNO HAVEN, INC. 403(B) PLAN | CHAMBERSBURG PA | 262 | $19.7M | $63K |
| 9 | BAINBRIDGE COMMUNITIES MANAGEMENT, LLC BAINBRIDGE COMMUNITIES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | WELLINGTON FL | 450 | $9.9M | $55K |
| 10 | WILSON DOW GROUP, INC. WILSON DOW GROUP, INC. PROFIT SHARING PLAN | CHICAGO IL | 105 | $19.5M | $20K |
