Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds 2065 TGT 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 | NXG, LLC NXG, LLC SAVINGS & RETIREMENT PLAN | PHOENIX AZ | 1,332 | $36.7M | $2.2M |
| 2 | CNS HEALTHCARE CNS HEALTHCARE 403(B) PLAN | NOVI MI | 422 | $18.5M | $104K |
