Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Target Date 2060 Fund Mutual fund in their Schedule of Assets, totaling $28.7M 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 | ALIGN TECHNOLOGY, INC. ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 1,988 | $412.1M | $14.5M |
| 2 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $12.1M |
| 3 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN |
LOUISVILLE KY |
| 367 |
| $43.3M |
| $598K |
| 4 | CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON NC | 477 | $53.0M | $584K |
| 5 | SPIRE INC SPIRE GLOBAL, INC, 401(K) PLAN | SAN FRANCISCO CA | 132 | $6.4M | $274K |
| 6 | WINE.COM WINE.COM RETIREMENT TRUST | SAN LEANDRO CA | 150 | $14.7M | $244K |
| 7 | BIG STEAKS MANAGEMENT, LLC. BIG STEAKS MANAGEMENT, LLC. 401(K) PLAN | PIKESVILLE MD | 260 | $2.7M | $175K |
| 8 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $96K |
| 9 | MID-MICHIGAN INDUSTRIES, INC. MID-MICHIGAN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MT. PLEASANT MI | 129 | $2.5M | $60K |
