Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds American Funds 2065 Trgt Dt Ret R6 # in their Schedule of Assets, totaling $31.8M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $21.5M |
| 2 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $3.2M |
| 3 | MARINER FINANCE, LLC |
NOTTINGHAM MD |
| 2,269 |
| $112.7M |
| $1.2M |
| 4 | SAGE AUTOMOTIVE INTERIORS, INC. SAGE AUTOMOTIVE INTERIORS, INC. 401(K) PLAN | GREENVILLE SC | 956 | $72.1M | $826K |
| 5 | REDWOOD MANAGEMENT, LLC REDWOOD PARTNERS RETIREMENT PLAN | MEMPHIS TN | 1,311 | $27.8M | $807K |
| 6 | BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG OH | 847 | $360.2M | $807K |
| 7 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $756K |
| 8 | INPERIUM, INC. INPERIUM & FAMILY OF SERVICES 401(K) PLAN | READING PA | 4,115 | $37.4M | $689K |
| 9 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $346K |
| 10 | BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR BARGAINED EMPLOYEES | MIAMISBURG OH | 791 | $315.0M | $294K |
