Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Amrcn Fnds 2025 Trgt Dt Ret Fd in their Schedule of Assets, totaling $9.8M 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 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $3.4M |
| 2 | D'ALLESSANDRO CORP. D'ALLESSANDRO CORP. 401(K) PROFIT SHARING PLAN | WEST BRIDGEWATER MA | 80 | $13.3M | $3.2M |
| 3 | GI PARTNERS OF ILLINOIS, LLC GI PARTNERS OF ILLINOIS, LLC 401(K) PLAN |
CHICAGO IL |
| 153 |
| $38.2M |
| $3.2M |
