Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Target Date Retirement 2060 Fund in their Schedule of Assets, totaling $26.3M 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 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA OK | 3,732 | $639.0M | $16.1M |
| 2 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $5.2M |
| 3 | CENTURION INDUSTRIES, INC. CENTURION INDUSTRIES, INC. 401(K) PLAN |
GARRETT IN |
| 1,393 |
| $60.2M |
| $2.5M |
| 4 | EXCELERATE ENERGY LP EXCELERATE ENERGY RETIREMENT INCOME PLAN | THE WOODLANDS TX | 138 | $20.9M | $601K |
| 5 | CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA OK | 297 | $37.0M | $472K |
| 6 | DISASTER RESOURCE GROUP LLC DISASTER RESOURCE GROUP LLC 401(K) PLAN | BATON ROUGE LA | 1,325 | $6.9M | $365K |
| 7 | BLITT AND GAINES, P.C. BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST | VERNON HILLS IL | 245 | $14.5M | $221K |
| 8 | AMERICAN LABELMARK COMPANY AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 209 | $27.3M | $219K |
| 9 | WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD IL | 342 | $6.0M | $212K |
| 10 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN | ALBANY NY | 122 | $36.4M | $168K |
