Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Target Date 2065 Fund in their Schedule of Assets, totaling $7.9M 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 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $3.1M |
| 2 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $2.2M |
| 3 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN |
| 930 |
| $89.1M |
| $1.3M |
| 4 | ABZENA SAN DIEGO INC. ABZENA 401(K) PLAN | SAN DIEGO CA | 289 | $25.2M | $690K |
| 5 | TOKUSEN U.S.A., INC. TOKUSEN USA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CONWAY AR | 352 | $27.0M | $282K |
| 6 | SOFTWARE SOLUTIONS INTEGRATED, LLC SOFTWARE SOLUTIONS INTEGRATED, LLC 401(K) PLAN | SHELBYVILLE IL | 178 | $22.2M | $188K |
| 7 | PREMIER PAN COMPANY, INC PREMIER PAN COMPANY, INC. 401(K) PROFIT SHARING PLAN | CRESCENT PA | 142 | $9.6M | $58K |
| 8 | BLACKSTONE VALLEY COMMUNITY HEALTH CARE, INC. BLACKSTONE VALLEY COMMUNITY HEALTH CARE RETIREMENT PLAN | PAWTUCKET RI | 248 | $16.2M | $58K |
