Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Service Company Am Fds Trgt Dte Rtm 2065 R6 Fund in their Schedule of Assets, totaling $527K 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 | NSM INSURANCE SERVICES, LLC NSM INSURANCE GROUP 401(K) PLAN | CONSHOHOCKEN PA | 696 | $58.3M | $388K |
| 2 | PHOENIX CLOSURES, INC. PHOENIX CLOSURES, INC. 401(K) SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | AURORA IL | 175 | $43.3M | $139K |
