Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Retirement Fund R6 in their Schedule of Assets, totaling $2.4M 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 | CHASSE BUILDING TEAM, INC. CHASSE BUILDING TEAM, INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 267 | $29.5M | $548K |
| 2 | PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION PRAIRIE BAND POTAWATOMI ENTERTAINMENT CORPORATION 401(K) PLAN | MAYETTA KS | 765 | $24.2M | $473K |
| 3 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) |
NEW YORK NY |
| 529 |
| $178.7M |
| $422K |
| 4 | H.E. WILLIAMS, INC. H.E. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CARTHAGE MO | 272 | $35.6M | $303K |
| 5 | MEDEANALYTICS, INC. MEDEANALYTICS 401(K) PLAN | RICHARDSON TX | 211 | $35.0M | $145K |
| 6 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $120K |
| 7 | TRI STATE COMMUNITY HEALTH CENTER TRI STATE COMMUNITY HEALTH CENTER TAX SHELTERED SAVINGS PLAN | HANCOCK MD | 155 | $9.1M | $84K |
| 8 | THE CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION, INC. DBA SHELL POINT R SHELL POINT THRIFT PLAN | FORT MYERS FL | 1,075 | $47.4M | $84K |
| 9 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $82K |
| 10 | PRIMECARE COMMUNITY HEALTH, INC. PRIMECARE COMMUNITY HEALTH, INC. EMPLOYEES RETIREMENT PLAN | CHICAGO IL | 240 | $9.3M | $71K |
