Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds 2065 Trgt Date Retire in their Schedule of Assets, totaling $1.1M 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 | AUTOMOTIVE SERVICES NETWORK, INC. AUTOMOTIVE SERVICES NETWORK, INC. SALARY DEFERRAL 401(K) PROFIT SHARING | WINTER PARK FL | 624 | $36.4M | $937K |
| 2 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $147K |
| 3 | PALMETTO PROPANE, FUELS, AND ICE, INC. |
BATESBURG SC |
| 100 |
| $3.1M |
| $41K |
