Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Target Date 2025 R3 - in their Schedule of Assets, totaling $664K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $655K |
| 2 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $8K |
