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 Registered investment company in their Schedule of Assets, totaling $1.5M 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 | $910K |
| 2 | CORNER TABLE RESTAURANTS CORNER TABLE RESTAURANTS 401(K) PLAN | NEW YORK NY | 558 | $3.7M | $278K |
| 3 | BRIAN'S HOUSE BRIAN'S HOUSE 403(B) PLAN |
EXTON PA |
| 400 |
| $10.6M |
| $268K |
