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 American Funds Target Date Retirement 2065 R6 Fund - in their Schedule of Assets, totaling $2.0M 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 | $607K |
| 2 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. SARA 401(K) PROFIT SHARING PLAN | CYPRESS CA | 277 | $43.7M | $423K |
| 3 | ATLANTIC BAY MORTGAGE GROUP, LLC |
VIRGINIA BEACH VA |
| 736 |
| $78.7M |
| $317K |
| 4 | JOE RIZZA DEALER GROUP RIZZA DEALER GROUP SALARY SAVINGS PLAN | ORLAND PARK IL | 287 | $15.7M | $255K |
| 5 | PLANNED PARENTHOOD LOS ANGELES PLANNED PARENTHOOD - LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 722 | $35.0M | $182K |
| 6 | WATERS & KRAUS, LLP WATERS & KRAUS, L.L.P. RETIREMENT PLAN | DALLAS TX | 98 | $28.7M | $177K |
| 7 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B | NEW YORK NY | 149 | $39.7M | $17K |
| 8 | FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. FOX VALLEY ORTHOPAEDIC ASSOCIATES, S.C. PROFIT SHARING AND SAVINGS PLAN | GENEVA IL | 255 | $45.6M | $2K |
