Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds Target date 2025 R6 in their Schedule of Assets, totaling $557.4M 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 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT PLAN | FARMINGTON CT | 29,076 | $2.9B | $194.4M |
| 2 | BARNABAS HEALTH, INC. RWJBARNABAS HEALTH 403(B) SAVINGS PLAN | WEST ORANGE NJ | 27,679 | $1.5B | $166.2M |
| 3 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN |
SOLON OH |
| 4,408 |
| $2.9B |
| $45.1M |
| 4 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $41.0M |
| 5 | CIRCANA, LLC CIRCANA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 3,660 | $891.6M | $18.5M |
| 6 | MIDFIRST BANK MIDLAND RETIREMENT PLAN | OKLAHOMA CITY OK | 3,237 | $485.6M | $18.1M |
| 7 | HORNADY MANUFACTURING COMPANY HORNADY MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | GRAND ISLAND NE | 1,168 | $181.5M | $12.4M |
| 8 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 401(K) RETIREMENT SAVINGS PLAN | FARMINGTON CT | 2,571 | $146.6M | $11.4M |
| 9 | COLD SPRING HARBOR LABORATORY THE COLD SPRING HARBOR LABORATORY SECTION 401(A) RETIREMENT PLAN | COLD SPRING HARBOR NY | 648 | $121.7M | $7.4M |
| 10 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $6.1M |
