Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Date 2025 R4 in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BARKAN MANAGEMENT COMPANY, INC. THE BARKAN COMPANIES 401(K) PLAN | NEWTON MA | 671 | $43.3M | $3.2M |
| 2 | INTOWN LESSEE SERVICES, LLC INTOWN LESSEE SERVICES, LLC 401(K) SALARY REDUCTION PLAN AND TRUST | ATLANTA GA | 1,418 | $15.3M | $825K |
| 3 | CORNERSTONE GOVERNMENT AFFAIRS, INC. |
WASHINGTON DC |
| 188 |
| $45.5M |
| $789K |
| 4 | FOSTER CORPORATION FOSTER CORPORATION 401(K) PLAN | PUTNAM CT | 224 | $20.2M | $683K |
| 5 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN | SAGINAW MI | 586 | $6.2M | $653K |
