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 R6 # in their Schedule of Assets, totaling $3.6M 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 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $1.1M |
| 2 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $898K |
| 3 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN |
WILLIAMSPORT PA |
| 496 |
| $56.9M |
| $702K |
| 4 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $263K |
| 5 | ROUTE 24 AUTO GROUP ROUTE 24 AUTO GROUP 401(K) PLAN | BROCKTON MA | 383 | $4.8M | $193K |
| 6 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $107K |
| 7 | MID-CITY SUPPLY CO., INC. MID-CITY SUPPLY CO., INC. 401(K) PLAN | ELKHART IN | 135 | $17.0M | $95K |
| 8 | HOUSTON FEDERAL CREDIT UNION HFCU RETIREMENT PLAN | SUGAR LAND TX | 179 | $11.8M | $56K |
| 9 | WEST DEVELOPMENT LLC WEST DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | CARLSBAD CA | 237 | $8.8M | $52K |
| 10 | INDIGO SIGNWORKS, INC. INDIGO SIGNWORKS, INC. 401(K) PLAN | FARGO ND | 115 | $7.0M | $31K |
