Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date 2060 Retirement Fund in their Schedule of Assets, totaling $4.3M 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 | AMERICAN RENAL MANAGEMENT LLC AMERICAN RENAL MANAGEMENT LLC 401(K) PLAN | BEVERLY MA | 4,516 | $133.9M | $3.8M |
| 2 | THE FIRST FINANCIAL FEDERAL CREDIT UNION THE FIRST FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PASADENA CA | 126 | $28.0M | $329K |
| 3 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C |
CHARLESTON WV |
| 75 |
| $49.5M |
| $180K |
