Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds Target Date 2060 R6 - in their Schedule of Assets, totaling $25.6M 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 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $6.0M |
| 2 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $3.6M |
| 3 | PUBLIC BROADCASTING SERVICE PUBLIC BROADCASTING SERVICE DEFINED CONTRIBUTION RETIREMENT PLAN |
ARLINGTON VA |
| 652 |
| $264.3M |
| $3.3M |
| 4 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $3.0M |
| 5 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $2.4M |
| 6 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $1.6M |
| 7 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $1.1M |
| 8 | BOWERY REAL ESTATE SYSTEMS, INC. BOWERY 401(K) PLAN | NEW YORK NY | 102 | $6.4M | $798K |
| 9 | PLANET DEPOS, LLC PLANET DEPOS 401(K) PLAN | ROCKVILLE MD | 339 | $13.8M | $781K |
| 10 | ASHFORD, INC. ASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLAN | DALLAS TX | 213 | $27.2M | $636K |
