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 Retire R6 - in their Schedule of Assets, totaling $3.8M 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 | PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLAN | KANSAS CITY MO | 1,509 | $301.8M | $687K |
| 2 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $680K |
| 3 | FIRST COMMUNITY CREDIT UNION |
HOUSTON TX |
| 400 |
| $37.5M |
| $502K |
| 4 | PINEBRIDGE INVESTMENTS HOLDINGS US LLC PINEBRIDGE 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 250 | $145.4M | $475K |
| 5 | NATIONAL ARBOR DAY FOUNDATION NATIONAL ARBOR DAY FOUNDATION 401(K) PLAN AND TRUST | LINCOLN NE | 510 | $19.5M | $301K |
| 6 | EAGLE PHYSICIANS AND ASSOCIATES, P.A EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN | GREENSBORO NC | 377 | $82.4M | $269K |
| 7 | MILWAUKEE CENTER FOR INDEPENDENCE, INC. MILWAUKEE CENTER FOR INDEPENDENCE, INC. AND AFFILIATES 403(B) PLAN | MILWAUKEE WI | 761 | $24.8M | $266K |
| 8 | BRUCE-TERMINIX COMPANY BRUCE-TERMINIX COMPANY 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 243 | $7.8M | $184K |
| 9 | RRMM ARCHITECTS, P.C. RRMM ARCHITECTS, P. C. 401(K) PLAN | CHESAPEAKE VA | 130 | $19.3M | $153K |
| 10 | OHIO HOLDINGS, INC. OH/NFM GROUP RETIREMENT PLAN | MAUMEE OH | 175 | $7.4M | $143K |
