Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Target Date Retirement 2065 Fund in their Schedule of Assets, totaling $3.4M 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 | FERNANDEZ HOLDINGS, INC. FERNANDEZ HOLDINGS, INC. 401(K) PLAN | PACIFIC PALISADES CA | 3,228 | $121.4M | $1.5M |
| 2 | CENTURION INDUSTRIES, INC. CENTURION INDUSTRIES, INC. 401(K) PLAN | GARRETT IN | 1,393 | $60.2M | $773K |
| 3 | CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN |
TULSA OK |
| 297 |
| $37.0M |
| $498K |
| 4 | DISASTER RESOURCE GROUP LLC DISASTER RESOURCE GROUP LLC 401(K) PLAN | BATON ROUGE LA | 1,325 | $6.9M | $248K |
| 5 | AMERICAN LABELMARK COMPANY AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 209 | $27.3M | $191K |
| 6 | BLITT AND GAINES, P.C. BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST | VERNON HILLS IL | 245 | $14.5M | $85K |
| 7 | EXCELERATE ENERGY LP EXCELERATE ENERGY RETIREMENT INCOME PLAN | THE WOODLANDS TX | 138 | $20.9M | $38K |
| 8 | WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD IL | 342 | $6.0M | $37K |
| 9 | ENDURO PIPELINE SERVICES, INC. ENDURO PIPELINE SERVICES 401(K) PLAN | TULSA OK | 124 | $11.2M | $29K |
| 10 | CAPITAL INVESTMENTS & VENTURES CORP PADI SAVINGS AND INVESTMENT PLAN | RANCHO SANTA MARGARITA CA | 182 | $43.8M | $22K |
