Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds American Funds 2065 Target Date Retirement R6 in their Schedule of Assets, totaling $9.3M 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 | LESTER E. COX MEDICAL CENTERS COX SAVINGS INCENTIVE PLAN | SPRINGFIELD MO | 13,775 | $963.7M | $3.6M |
| 2 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $1.4M |
| 3 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN |
YORK PA |
| 3,709 |
| $197.2M |
| $856K |
| 4 | MAJORKEY TECHNOLOGIES LLC MAJORKEY TECHNOLOGIES LLC 401(K) PLAN | OAKBROOK TERRACE IL | 131 | $24.4M | $850K |
| 5 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $670K |
| 6 | MARIANI ENTERPRISES LLC MARIANI ENTERPRISES 401(K) SAVINGS PLAN | LAKE BLUFF IL | 3,849 | $71.1M | $434K |
| 7 | ACUITY, INC. ACUITY, INC. 401(K) PLAN | RESTON VA | 293 | $54.0M | $209K |
| 8 | CALCIUM + COMPANY, LLC CALCIUM + COMPANY, LLC 401(K) PLAN | PHILADELPHIA PA | 125 | $11.7M | $205K |
| 9 | CALEDONIA FARMERS ELEVATOR COMPANY CALEDONIA FARMERS ELEVATOR COMPANY PROFIT SHARING 401(K) PLAN & TRUST | CALEDONIA MI | 116 | $10.9M | $204K |
| 10 | SIERRA CIRCUITS, INC. SIERRA CIRCUITS, INC. 401(K) PLAN | SUNNYVALE CA | 417 | $30.9M | $204K |
