Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Service Company Am Fds Trgt Dte Rtm 2065 R6 Fd - in their Schedule of Assets, totaling $3.7M 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 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $2.4M |
| 2 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $922K |
| 3 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN |
LOS ALAMITOS CA |
| 144 |
| $26.6M |
| $179K |
| 4 | SAN DIEGO JEWISH ACADEMY SAN DIEGO JEWISH ACADEMY 401(K) SAVINGS PLAN | SAN DIEGO CA | 160 | $15.7M | $115K |
| 5 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $66K |
| 6 | QUOIZEL, LLC QUOIZEL, LLC RETIREMENT SAVINGS PLAN | GOOSE CREEK SC | 104 | $19.3M | $35K |
| 7 | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK MCKISSACK & MCKISSACK 401(K) PLAN | NEW YORK NY | 124 | $8.9M | $35K |
| 8 | BEL-AIR COUNTRY CLUB BEL-AIR COUNTRY CLUB RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 105 | $13.9M | $14K |
| 9 | REX THREE, INC. REX THREE, INC. 401(K) PLAN | DAVIE FL | 205 | $9.2M | $3K |
