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 2065 Mutual Fund N/A in their Schedule of Assets, totaling $1.4M 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 | MAJOR DRILLING AMERICA, INC. MAJOR DRILLING AMERICA, INC. 401(K) PLAN | SALT LAKE CITY UT | 431 | $31.6M | $1.1M |
| 2 | OFTEDAL CONSTRUCTION, INC. OFTEDAL CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MILES CITY MT | 156 | $12.6M | $248K |
| 3 | WESTERN STATES LODGING & MANAGEMENT L.C. |
SOUTH JORDAN UT |
| 5,174 |
| $22.7M |
| $4K |
