Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Funds Trgt Date Ret 2065 R6 {+} in their Schedule of Assets, totaling $469K 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 | MSC SERVICES, LLC MSC SERVICES 401(K) PLAN | COLORADO SPRINGS CO | 443 | $22.5M | $91K |
| 2 | CARLEY CORPORATION CARLEY CORPORATION 401(K) PLAN | ORLANDO FL | 141 | $13.5M | $83K |
| 3 | EHRHARDTS' LEBANON, L.L.C. EHRHARDTS LEBANON, L.L.C. 401K PROFIT SHARING PLAN |
SAINT ROBERT MO |
| 185 |
| $9.7M |
| $73K |
| 4 | BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT IL | 94 | $15.3M | $69K |
| 5 | GOLDEN MOMENTS LLC GOLDEN MOMENTS 401(K) PLAN | OMAHA NE | 416 | $3.1M | $64K |
| 6 | SENOX CORPORATION SENOX CORPORATION 401(K) PROFIT SHARING PLAN | AUSTIN TX | 296 | $6.0M | $36K |
| 7 | MONTEREY PACIFIC, LLC MONTEREY PACIFIC, LLC RETIREMENT PLAN | SOLEDAD CA | 245 | $8.9M | $18K |
| 8 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 310 | $9.2M | $15K |
| 9 | HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE NJ | 123 | $4.2M | $13K |
| 10 | UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN | HAUPPAUGE NY | 136 | $7.0M | $4K |
