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 Retirement 2025 Registered investment company in their Schedule of Assets, totaling $8.3M 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 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN | KANSAS CITY MO | 3,023 | $108.2M | $7.5M |
| 2 | BRIAN'S HOUSE BRIAN'S HOUSE 403(B) PLAN | EXTON PA | 400 | $10.6M | $752K |
