Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Target Date Retirement 2060 Fund Mutual fund in their Schedule of Assets, totaling $459K 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 | CATTARAUGUS COMMUNITY ACTION, INC. CATTARAUGUS COMMUNITY ACTION , INC. 403(B) PLAN | SALAMANCA NY | 117 | $2.3M | $221K |
| 2 | TRICOR INDUSTRIAL, INC. TRICOR INDUSTRIAL, INC. 401(K) PLAN | WOOSTER OH | 225 | $11.8M | $157K |
| 3 | AIR-CONDITIONING INNOVATIVE SOLUTIONS |
MCKINNEY TX |
| 238 |
| $11.8M |
| $81K |
