Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Target Date 2065 R6 - in their Schedule of Assets, totaling $18.6M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $7.5M |
| 2 | CIRCANA, LLC CIRCANA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 3,660 | $891.6M | $5.3M |
| 3 | HORNADY MANUFACTURING COMPANY HORNADY MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN |
GRAND ISLAND NE |
| 1,168 |
| $181.5M |
| $2.8M |
| 4 | MAG AUTOMOTIVE, LLC MAG AUTOMOTIVE 401(K) SAVINGS PLAN | STERLING HEIGHTS MI | 236 | $43.1M | $949K |
| 5 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $366K |
| 6 | COMMERCIAL FINANCIAL CORP CENTRAL BANK 401(K) PROFIT SHARING PLAN | STORM LAKE IA | 316 | $32.8M | $314K |
| 7 | CLINICOMP INTERNATIONAL, INC. CLINICOMP INTERNATIONAL 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 153 | $47.3M | $209K |
| 8 | MCKIE FORD LINCOLN, INC & AFFILIATES MCKIE FORD LINCOLN, INC & AFFILIATES 401(K) PLAN | RAPID CITY SD | 172 | $11.0M | $154K |
| 9 | SL AMERICA CORPORATION SL AMERICA 401(K) RETIREMENT PLAN | CLINTON TN | 2,596 | $27.6M | $137K |
| 10 | GREENFIELD GLOBAL USA INC. GREENFIELD GLOBAL USA RETIREMENT PLAN | BROOKFIELD CT | 256 | $19.5M | $135K |
