Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Date 2060 R4 in their Schedule of Assets, totaling $2.7M 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 | CORNERSTONE GOVERNMENT AFFAIRS, INC. CORNERSTONE GOVERNMENT AFFAIRS, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 188 | $45.5M | $1.7M |
| 2 | BARKAN MANAGEMENT COMPANY, INC. THE BARKAN COMPANIES 401(K) PLAN | NEWTON MA | 671 | $43.3M | $761K |
| 3 | INTOWN LESSEE SERVICES, LLC |
ATLANTA GA |
| 1,418 |
| $15.3M |
| $128K |
| 4 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN | SAGINAW MI | 586 | $6.2M | $88K |
