Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Target Date Retirement 2060 R-5E Mutual Funds in their Schedule of Assets, totaling $712K 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 | MORGAN WHITE GROUP, INC. MORGAN WHITE GROUP, INC. 401(K) PROFIT SHARING PLAN | JACKSON MS | 318 | $20.0M | $712K |
