Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Target Date 2065 # in their Schedule of Assets, totaling $3.9M 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 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN | CHICAGO IL | 670 | $226.3M | $1.1M |
| 2 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $753K |
| 3 | PS LOGISTICS, LLC PS LOGISTICS 401(K) PLAN |
BIRMINGHAM AL |
| 3,574 |
| $20.7M |
| $371K |
| 4 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN | NASHVILLE TN | 610 | $22.3M | $293K |
| 5 | STEEL WAREHOUSE COMPANY LLC STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLAN | SOUTH BEND IN | 1,585 | $128.3M | $283K |
| 6 | DENNIS DILLON AUTO PARK & TRUCK CENTER DENNIS DILLON AUTO PARK & TRUCK CENTER 401(K) PROFIT SHARING PLAN | BOISE ID | 435 | $12.3M | $192K |
| 7 | ROBERT A. SMITH, INC. BOB SMITH BMW/MINI 401(K) PLAN | CALABASAS CA | 108 | $14.5M | $183K |
| 8 | SLK AMERICA INC. SLK AMERICA INC. 401(K) PLAN | CINCINNATI OH | 320 | $8.0M | $168K |
| 9 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $151K |
| 10 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $85K |
