Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Target Date Retirement 2065 R6 Fund " in their Schedule of Assets, totaling $7.3M 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 | EQUITY RESIDENTIAL EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,323 | $326.5M | $1.9M |
| 2 | BH MANAGEMENT SERVICES, LLC BH MANAGEMENT 401(K) PLAN | DES MOINES IA | 2,635 | $58.7M | $1.6M |
| 3 | SAMET CORPORATION SAMET CORPORATION 401(K) PROFIT SHARING PLAN |
GREENSBORO NC |
| 553 |
| $38.8M |
| $975K |
| 4 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $615K |
| 5 | HYDAC TECHNOLOGY CORPORATION HYDAC TECHNOLOGY CORP. 401(K) RETIREMENT PLAN | BETHLEHEM PA | 981 | $81.8M | $575K |
| 6 | VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE IL | 238 | $39.9M | $361K |
| 7 | ARLINGTON PROPERTIES, LLC ARLINGTON HOLDING COMPANY 401(K) PLAN | BIRMINGHAM AL | 732 | $17.1M | $281K |
| 8 | SISENSE, INC. SISENSE, INC. 401(K) PLAN | NEW YORK NY | 156 | $20.4M | $213K |
| 9 | SEVEN COUNTIES SERVICES SEVEN COUNTIES SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 1,470 | $50.5M | $205K |
| 10 | NOVATEUR EDUCATION, INC. NOVATEUR EDUCATION, INC. RETIREMENT PLAN | VIRGINIA BEACH VA | 2,192 | $124.1M | $171K |
