Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds* American Funds Target Date 2025 in their Schedule of Assets, totaling $4.1M 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 | SETEX, INC. SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST | SAINT MARYS OH | 354 | $52.5M | $2.1M |
| 2 | ATCS, PLC ATCS, P.L.C. 401(K) PLAN | HERNDON VA | 292 | $35.6M | $789K |
| 3 | AMERICAN COMMUNICATIONS SOLUTIONS, LLC AMERICAN COMMUNICATIONS SOLUTIONS, LLC 401(K) PLAN |
FAIRFAX STATION VA |
| 227 |
| $7.3M |
| $618K |
| 4 | CR LEGAL TEAM, LLP CR LEGAL TEAM, LLP 401(K) PLAN | GREENSBORO NC | 181 | $15.9M | $155K |
| 5 | GOLDEN AUTOMOTIVE GROUP LLC GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN | GOLDEN CO | 227 | $7.9M | $123K |
| 6 | CERTIFIED RESTORATION DRYCLEANING NETWORK, LLC CRDN 401(K) PLAN | BERKLEY MI | 207 | $5.7M | $111K |
| 7 | TURNER DAIRY FARMS, INC. TURNER DAIRY FARMS UNION EMPLOYEE 401(K) PLAN | PITTSBURGH PA | 132 | $1.6M | $78K |
| 8 | CATIE FOOD SYSTEMS, INC. CATIE FOOD SYSTEMS, INC. RETIREMENT PLAN | DANVILLE VA | 198 | $2.2M | $67K |
| 9 | GARRETT ELECTRONICS, INC. GARRETT ELECTRONICS, INC. RETIREMENT SAVINGS PLAN | GARLAND TX | 196 | $20.1M | $37K |
| 10 | JAMES POWER LINE CONSTRUCTION, LLC JAMES POWER LINE CONSTRUCTION, LLC 401(K) PLAN | BOERNE TX | 149 | $1.4M | $15K |
