Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Target date 2065 R6 Mutual Fund in their Schedule of Assets, totaling $17.0M 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 LEAGUE SOCCER LLC MAJOR LEAGUE SOCCER 401(K) PLAN | NEW YORK NY | 1,158 | $176.7M | $9.1M |
| 2 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $1.9M |
| 3 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN |
BALTIMORE MD |
| 904 |
| $174.3M |
| $1.3M |
| 4 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $1.2M |
| 5 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $911K |
| 6 | MGIC INVESTMENT CORPORATION MGIC PROFIT SHARING AND SAVINGS PLAN | MILWAUKEE WI | 570 | $344.7M | $615K |
| 7 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $506K |
| 8 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $366K |
| 9 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN | EAST WALPOLE MA | 310 | $32.9M | $338K |
| 10 | PROJECT ASSOCIATES, INC. PROJECT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | EVANSVILLE IN | 116 | $30.9M | $161K |
