Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds Target Date 2065 R6 in their Schedule of Assets, totaling $4.4M 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 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $948K |
| 2 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $882K |
| 3 | REMINGTON HOTELS, LLC |
DALLAS TX |
| 7,595 |
| $90.0M |
| $765K |
| 4 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $562K |
| 5 | ASHFORD, INC. ASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLAN | DALLAS TX | 213 | $27.2M | $391K |
| 6 | PUBLIC BROADCASTING SERVICE PUBLIC BROADCASTING SERVICE DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 652 | $264.3M | $220K |
| 7 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $139K |
| 8 | PENNSYLVANIA COUNSELING SERVICES, INC. PENNSYLVANIA COUNSELING SERVICES, INC. PROFIT SHARING 401(K) PLAN | LEBANON PA | 377 | $15.1M | $130K |
| 9 | PLANET DEPOS, LLC PLANET DEPOS 401(K) PLAN | ROCKVILLE MD | 339 | $13.8M | $124K |
| 10 | CHEMBIO DIAGNOSTIC SYSTEMS, INC. CHEMBIO DIAGNOSTIC SYSTEMS, INC. 401(K) PLAN | MEDFORD NY | 151 | $8.7M | $71K |
