Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds Target Date 2025 # in their Schedule of Assets, totaling $18.3M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $2.8M |
| 2 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $2.0M |
| 3 | PERMIAN RESOURCES CENTENNIAL RESOURCE PRODUCTION, LLC 401(K) RETIREMENT PLAN |
DENVER CO |
| 137 |
| $22.0M |
| $1.8M |
| 4 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $1.8M |
| 5 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $1.6M |
| 6 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $1.3M |
| 7 | REGAL, BUICK, CAVALRY, CHRYSLER, PLYMOUTH, INC. ROMANO AUTO NETWORK 401(K) PLAN | EAST SYRACUSE NY | 302 | $19.8M | $1.2M |
| 8 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST | SANTA BARBARA CA | 132 | $19.2M | $1.0M |
| 9 | DENNIS DILLON AUTO PARK & TRUCK CENTER DENNIS DILLON AUTO PARK & TRUCK CENTER 401(K) PROFIT SHARING PLAN | BOISE ID | 435 | $12.3M | $728K |
| 10 | HOSPICE OF SPOKANE HOSPICE OF SPOKANE 403(B) PLAN | SPOKANE WA | 120 | $12.2M | $598K |
