Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Date Retirement 2065 R6 Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | VT SERVICES INC. VT GROUP U.S. RETIREMENT PLAN | CHANTILLY VA | 1,336 | $176.0M | $1.8M |
| 2 | SOUTHWESTERN HEALTHCARE, INC. SOUTHWESTERN HEALTHCARE, INC. RETIREMENT PLAN | EVANSVILLE IN | 398 | $23.1M | $227K |
| 3 | TNS INC TNS 401(K) RETIREMENT SAVINGS PLAN |
RESTON VA |
| 571 |
| $145.9M |
| $191K |
| 4 | MDW ASSOCIATES, LLC MDW ASSOCIATES 401(K) PLAN | TYSONS VA | 228 | $18.8M | $188K |
| 5 | TRI-STATE FOREST PRODUCTS, INC. TRI-STATE FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OH | 196 | $14.5M | $97K |
