Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target 2025 R3 Fund in their Schedule of Assets, totaling $605K 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 | J.R. CARLSON LABORATORIES, INC. J.R. CARLSON LABORATORIES, INC. 401(K) PLAN | LINCOLNSHIRE IL | 145 | $18.9M | $605K |
