Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Retirement Fund® Class R-6 in their Schedule of Assets, totaling $6.6M 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 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $2.8M |
| 2 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $846K |
| 3 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN |
CHICAGO IL |
| 298 |
| $90.9M |
| $686K |
| 4 | SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN | CULVER CITY CA | 2,525 | $56.7M | $646K |
| 5 | GRUBBS INFINITI, LTD GRUBBS FAMILY OF DEALERSHIPS 401(K) PLAN | GRAPEVINE TX | 351 | $8.0M | $362K |
| 6 | FAIRWINDS CREDIT UNION FAIRWINDS CREDIT UNION RETIREMENT SAVINGS PLAN | ORLANDO FL | 595 | $91.2M | $335K |
| 7 | STEPSTONE HOSPITALITY INC. STEPSTONE HOSPITALITY INC. 401(K) PROFIT SHARING PLAN AND TRUST | PROVIDENCE RI | 1,217 | $5.9M | $224K |
| 8 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $172K |
| 9 | GOLD POINT LODGING & REALTY, INC. BRECKENRIDGE GRAND VACATIONS 401(K) PLAN | BRECKENRIDGE CO | 639 | $23.0M | $136K |
| 10 | INTUVIE HOLDINGS LLC INTUVIE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | NATICK MA | 112 | $11.5M | $127K |
