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 American Funds Target Date Retirement 2025 R6 Fund - in their Schedule of Assets, totaling $20.8M 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 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A | NEW YORK NY | 313 | $220.1M | $6.0M |
| 2 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $3.5M |
| 3 | JOE RIZZA DEALER GROUP |
ORLAND PARK IL |
| 287 |
| $15.7M |
| $3.2M |
| 4 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. SARA 401(K) PROFIT SHARING PLAN | CYPRESS CA | 277 | $43.7M | $2.8M |
| 5 | VALLEY-WIDE HEALTH SYSTEMS, INC. VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN | ALAMOSA CO | 554 | $30.2M | $2.0M |
| 6 | ATLANTIC BAY MORTGAGE GROUP, LLC ATLANTIC BAY MORTGAGE GROUP 401(K) PLAN | VIRGINIA BEACH VA | 736 | $78.7M | $1.9M |
| 7 | PLANNED PARENTHOOD LOS ANGELES PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 722 | $35.0M | $930K |
| 8 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B | NEW YORK NY | 149 | $39.7M | $375K |
| 9 | WATERS & KRAUS, LLP WATERS & KRAUS, L.L.P. RETIREMENT PLAN | DALLAS TX | 98 | $28.7M | $8K |
