Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Target Date Retirement 2065 R6 # in their Schedule of Assets, totaling $5.3M 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 | CIT TRUCKS, LLC CIT TRUCKS RETIREMENT READINESS PLAN | NORMAL IL | 893 | $56.5M | $1.4M |
| 2 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $1.1M |
| 3 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN |
MONTEREY CA |
| 1,087 |
| $23.7M |
| $898K |
| 4 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $702K |
| 5 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $263K |
| 6 | ABNB FEDERAL CREDIT UNION ABNB FEDERAL CREDIT UNION 401(K) PLAN & TRUST | CHESAPEAKE VA | 225 | $16.9M | $199K |
| 7 | ROUTE 24 AUTO GROUP ROUTE 24 AUTO GROUP 401(K) PLAN | BROCKTON MA | 383 | $4.8M | $193K |
| 8 | WHITE ROCK OIL & GAS, LLC WHITE ROCK OIL & GAS, LLC 401(K) PLAN | PLANO TX | 102 | $10.5M | $118K |
| 9 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $107K |
| 10 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $95K |
