Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Retirement Fund R4 # in their Schedule of Assets, totaling $751K 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 | GROB SYSTEMS, INC. GROB SYSTEMS, INC. PROFIT SHARING PLAN | BLUFFTON OH | 873 | $100.1M | $593K |
| 2 | LEWIS C HOWARD, INC. LEWIS C HOWARD PROFIT SHARING PLAN | KALAMAZOO MI | 122 | $30.9M | $158K |
