Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Retirement 2025 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL ONE FEDERAL CREDIT UNION CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | SHREWSBURY MA | 133 | $20.8M | $742K |
| 2 | PHILLIPS CORPORATION THE PHILLIPS CORPORATION RETIREMENT PLAN | HANOVER MD | 330 | $36.8M | $640K |
| 3 | OMEGA MOULDING CO LTD OMEGA MOULDING CO LTD 401(K) PROFIT SHARING PLAN & TRUST |
BELLPORT NY |
| 195 |
| $3.4M |
| $20K |
