Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding American Funds American Funds 2065 Trgt Date Retire R6 - in their Schedule of Assets, totaling $10.4M 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 | INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN | PRICE UT | 587 | $36.8M | $1.6M |
| 2 | SOAVE ENTERPRISES, LLC SOAVE ENTERPRISES L.L.C. SAVINGS AND PROFIT SHARING PLAN AND TRUST | DETROIT MI | 1,047 | $58.1M | $1.5M |
| 3 | THE TERTELING COMPANY, INC. |
BOISE ID |
| 1,403 |
| $183.2M |
| $572K |
| 4 | QUIRCH FOODS, CO. QUIRCH FOODS 401(K) PLAN | MIAMI FL | 1,666 | $46.3M | $488K |
| 5 | BOWERY RESIDENTS' COMMITTEE, INC. BRC 403(B) PLAN | NEW YORK NY | 425 | $33.5M | $466K |
| 6 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $381K |
| 7 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. | ANDERSON SC | 1,992 | $61.6M | $377K |
| 8 | REPUBLIC ELITE, LLC REPUBLIC ELITE 401(K) PLAN | ADDISON TX | 885 | $18.8M | $350K |
| 9 | TRANSITION FINANCE STRATEGIES, LLC DBA BLUE RIDGE ASSOCIATES BLUE RIDGE 401(K) PLAN | CHARLOTTESVILLE VA | 210 | $18.4M | $327K |
| 10 | MGC CONTRACTORS, INC. MGC CONTRACTORS, INC. 401(K) PLAN | PHOENIX AZ | 284 | $17.8M | $320K |
