Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Target Date 2060 Mutual fund in their Schedule of Assets, totaling $26.1M 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 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $10.8M |
| 2 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $3.3M |
| 3 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN |
BARRINGTON NJ |
| 362 |
| $45.1M |
| $2.6M |
| 4 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $2.1M |
| 5 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $2.0M |
| 6 | SAFE HAVEN HOLDINGS INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,520 | $20.5M | $2.0M |
| 7 | MCBRIDE CLINIC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL | OKLAHOMA CITY OK | 918 | $117.4M | $1.2M |
| 8 | SAFE HAVEN SECURITY SERVICES, INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,452 | $10.4M | $780K |
| 9 | HOWE, INC. HOWE, INC. 401(K) PLAN | SIOUX FALLS SD | 187 | $8.4M | $425K |
| 10 | PACIFIC SCIENCE CENTER PACIFIC SCIENCE CENTER RETIREMENT PLAN | SEATTLE WA | 162 | $6.6M | $347K |
