Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Target Date 2065 Retirement Fund in their Schedule of Assets, totaling $11K 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 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $7K |
| 2 | THE FIRST FINANCIAL FEDERAL CREDIT UNION THE FIRST FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | PASADENA CA | 126 | $28.0M | $3K |
