Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds Target Date 2060 # in their Schedule of Assets, totaling $21.6M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $8.9M |
| 2 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $2.2M |
| 3 | STEEL WAREHOUSE COMPANY LLC |
SOUTH BEND IN |
| 1,585 |
| $128.3M |
| $1.7M |
| 4 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $1.6M |
| 5 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $1.2M |
| 6 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN | BIRMINGHAM AL | 3,574 | $20.7M | $692K |
| 7 | AMERICAN RIVIERA BANK AMERICAN RIVIERA BANK 401(K) PROFIT SHARING PLAN AND TRUST | SANTA BARBARA CA | 132 | $19.2M | $679K |
| 8 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $625K |
| 9 | AED ENTERPRISES, LLC D/B/A DEWEY'S PIZZA DEWEY'S PIZZA 401(K) PLAN | CINCINNATI OH | 196 | $3.3M | $559K |
| 10 | GRUBER LAW OFFICES, LLC GRUBER LAW OFFICES, LLC 401(K) PLAN | MILWAUKEE WI | 103 | $12.6M | $490K |
