Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Target Date 2025 R6 in their Schedule of Assets, totaling $54.5M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $45.1M |
| 2 | MAG AUTOMOTIVE, LLC MAG AUTOMOTIVE 401(K) SAVINGS PLAN | STERLING HEIGHTS MI | 236 | $43.1M | $2.9M |
| 3 | MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN |
RAPID CITY SD |
| 172 |
| $11.0M |
| $2.5M |
| 4 | ECR INTERNATIONAL, INC. ECR INTERNATIONAL, INC. 401(K) AND PROFIT SHARING PLAN | UTICA NY | 75 | $25.8M | $2.2M |
| 5 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $1.2M |
| 6 | PGP CORPORATION VOSS INDUSTRIES 401(K) RETIREMENT PLAN | TAYLOR MI | 238 | $30.7M | $655K |
