Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American funds American funds 2065 Target Date Retirement Fund - in their Schedule of Assets, totaling $11.7M 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 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $1.5M |
| 2 | GORE NITROGEN PUMPING SERVICE, LLC GORE NITROGEN PUMPING SERVICE, LLC 401(K) | SEILING OK | 629 | $17.7M | $942K |
| 3 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN |
PEEKSKILL NY |
| 1,894 |
| $156.7M |
| $832K |
| 4 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $676K |
| 5 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $638K |
| 6 | SEAKEEPER, INC. SEAKEEPER, INC. 401(K) PLAN | CALIFORNIA MD | 271 | $16.0M | $541K |
| 7 | FORD FIELD MANAGEMENT LLC FORD FIELD MANAGEMENT 401(K) PLAN | DETROIT MI | 170 | $20.1M | $495K |
| 8 | M BAR C CONSTRUCTION, INC. NEST EGG 401(K) RETIREMENT SAVINGS PLAN | SAN MARCOS CA | 207 | $12.9M | $295K |
| 9 | VALOR HOSPITALITY PARTNERS, LLC VALOR HOSPITALITY PARTNERS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 1,681 | $11.5M | $283K |
| 10 | THE DETROIT LIONS, INC. THE DETROIT LIONS 401(K) PLAN | ALLEN PARK MI | 156 | $35.0M | $272K |
