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 Retirement 2025 R6 - in their Schedule of Assets, totaling $21.7M 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 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $4.6M |
| 2 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $2.8M |
| 3 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN |
MONTEREY CA |
| 1,087 |
| $23.7M |
| $2.5M |
| 4 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $1.9M |
| 5 | STRATEGIC VALUE PARTNERS, LLC STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | GREENWICH CT | 161 | $34.5M | $1.5M |
| 6 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $1.4M |
| 7 | CIT TRUCKS, LLC CIT TRUCKS RETIREMENT READINESS PLAN | NORMAL IL | 893 | $56.5M | $1.3M |
| 8 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $901K |
| 9 | TEMPUS UNLIMITED, INC. TEMPUS UNLIMITED, INC. 403(B) PLAN | STOUGHTON MA | 555 | $14.2M | $853K |
| 10 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $523K |
