Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Target Date Retirement 2060 R6 # in their Schedule of Assets, totaling $11.3M 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 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $3.0M |
| 2 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $2.5M |
| 3 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN |
MONTEREY CA |
| 1,087 |
| $23.7M |
| $1.3M |
| 4 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $1.3M |
| 5 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $535K |
| 6 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $477K |
| 7 | STRATEGIC VALUE PARTNERS, LLC STRATEGIC VALUE PARTNERS 401(K) PROFIT SHARING PLAN | GREENWICH CT | 161 | $34.5M | $409K |
| 8 | BAKER MOTOR COMPANY OF CHARLESTON, INC. BAKER MOTOR COMPANY OF CHARLESTON, INC. 401(K) PROFIT SHARING PLAN | CHARLESTON SC | 311 | $10.7M | $349K |
| 9 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $316K |
| 10 | ROUTE 24 AUTO GROUP ROUTE 24 AUTO GROUP 401(K) PLAN | BROCKTON MA | 383 | $4.8M | $313K |
