Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds 2065 TD Ret R6 ^ in their Schedule of Assets, totaling $2.3M 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 | SPECS FAMILY PARTNERS, LTD. SPEC'S FAMILY PARTNERS RETIREMENT PLAN | HOUSTON TX | 4,359 | $19.0M | $581K |
| 2 | AKRF, INC. AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN | NEW YORK NY | 395 | $101.6M | $479K |
| 3 | SPORTSMEDIA TECHNOLOGY CORPORATION SMT 401(K) PLAN |
DURHAM NC |
| 453 |
| $40.9M |
| $281K |
| 4 | PERFECTION BAKERIES, INC. D/B/A AUNT MILLIE'S BAKERIES AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN | FORT WAYNE IN | 1,113 | $85.6M | $263K |
| 5 | SEAPORT GLOBAL HOLDINGS, LLC SEAPORT GLOBAL HOLDINGS, LLC 401(K) PLAN | NEW YORK NY | 236 | $41.6M | $224K |
| 6 | CLARK HILL PLC CLARK HILL PLC SALARY DEFERRAL PLAN | DETROIT MI | 942 | $318.2M | $155K |
| 7 | ANSELL HEALTHCARE PRODUCTS LLC ANSELL RETIREMENT AND SAVINGS PLAN | ISELIN NJ | 533 | $176.7M | $85K |
| 8 | THE BROWNSTONE GROUP, INC. BROWNSTONE GROUP, INC. 401K PLAN | HOUSTON TX | 131 | $8.4M | $76K |
| 9 | BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN | CONCORD CA | 2,299 | $568.6M | $70K |
| 10 | FLASH GLOBAL LOGISTICS, INC. FLASH GLOBAL LOGISTICS, INC. 401(K) PLAN | MOUNTAIN LAKES NJ | 207 | $11.6M | $62K |
