Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Retirement Fund Class R6 in their Schedule of Assets, totaling $3.7M 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 | DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS TX | 863 | $155.2M | $2.1M |
| 2 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $446K |
| 3 | STAR LEASING COMPANY, LLC STAR LEASING COMPANY, LLC 401(K) PLAN |
COLUMBUS OH |
| 561 |
| $28.8M |
| $392K |
| 4 | WILLOWWOOD GLOBAL, LLC WILLOWWOOD GLOBAL, LLC PROFIT SHARING PLAN | MT. STERLING OH | 174 | $23.2M | $172K |
| 5 | TUBESCIENCE USA, INC. TUBESCIENCE USA, INC. 401K PLAN | LOS ANGELES CA | 116 | $5.2M | $162K |
| 6 | OPPORTUNITY INTERNATIONAL, INC OPPORTUNITY INTERNATIONAL EMPLOYEES' 403(B) PROGRAM | CHICAGO IL | 67 | $20.8M | $143K |
| 7 | BRADY SERVICES HOLDINGS, INC. BRADY SERVICES HOLDINGS, INC. | GREENSBORO NC | 532 | $63.2M | $106K |
| 8 | BASIC SYSTEMS INC BASIC SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE OH | 67 | $15.1M | $66K |
| 9 | WYCKOFF FARMS, INC. WYCKOFF ENTERPRISES 401(K) PROFIT SHARING PLAN | GRANDVIEW WA | 1,192 | $19.8M | $51K |
