Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Service Company Am Fds 2065 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $2.2M 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 | BULLFROG INTERNATIONAL, L.C. BULL FROG INTERNATIONAL, L.C. 401(K) PLAN | HERRIMAN UT | 529 | $11.2M | $578K |
| 2 | KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON NJ | 575 | $34.5M | $447K |
| 3 | FISKARS BRANDS, INC. FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN |
MIDDLETON WI |
| 441 |
| $122.2M |
| $337K |
| 4 | PLAINS COMMERCE BANK PLAINS COMMERCE BANK RETIREMENT PLAN | SIOUX FALLS SD | 447 | $37.8M | $260K |
| 5 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $209K |
| 6 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $197K |
| 7 | GRIFFITH COMPANY GRIFFITH COMPANY SAVINGS PLAN | BREA CA | 276 | $15.3M | $184K |
| 8 | THE MAPP GROUP, LLC THE MAPP GROUP, LLC 401(K) PLAN | BATON ROUGE LA | 158 | $12.8M | $2K |
