Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds 2065 TD in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $755K |
| 2 | QUALITY BRANDS DISTRIBUTION, LLC QUALITY BRANDS DISTRIBUTION, LLC 401(K) RETIREMENT PLAN | OMAHA NE | 344 | $39.1M | $430K |
| 3 | ANIMAL DERMATOLOGY GROUP, INC. ANIMAL DERMATOLOGY 401(K) PLAN |
NEWPORT BEACH CA |
| 383 |
| $18.7M |
| $281K |
| 4 | KENT DISTRIBUTORS, INC. KENT COMPANIES 401K PLAN | MIDLAND TX | 572 | $13.9M | $67K |
| 5 | CENTURIA CORPORATION CENTURIA CORPORATION 401(K) PLAN | RESTON VA | 243 | $11.2M | $28K |
| 6 | BEST LABOR CONTRACTORS, LLC BEST LABOR 401(K) PLAN | CORAL GABLES FL | 598 | $4.4M | $28K |
| 7 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $20K |
