Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Target Date 2065 Mutual fund in their Schedule of Assets, totaling $5.5M 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 | $2.3M |
| 2 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $964K |
| 3 | SAFE HAVEN HOLDINGS INC. SAFE HAVEN SECURITY 401(K) PLAN |
NORTH KANSAS CITY MO |
| 1,520 |
| $20.5M |
| $764K |
| 4 | HOWE, INC. HOWE, INC. 401(K) PLAN | SIOUX FALLS SD | 187 | $8.4M | $323K |
| 5 | MCBRIDE CLINIC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL | OKLAHOMA CITY OK | 918 | $117.4M | $296K |
| 6 | SAFE HAVEN SECURITY SERVICES, INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,452 | $10.4M | $216K |
| 7 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $214K |
| 8 | FIRST ATLANTIC CORPORATION FIRST ATLANTIC CORPORATION 401(K) PLAN | SOUTH PORTLAND ME | 1,026 | $11.8M | $90K |
| 9 | ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS EXPLORUS 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 404 | $2.8M | $87K |
| 10 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $79K |
