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 --- in their Schedule of Assets, totaling $7.0M 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 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $2.8M |
| 2 | PJTC HOLDINGS, INC. PJTC HOLDINGS, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | PITTSBURGH PA | 670 | $320.2M | $1.9M |
| 3 | WITHERSRAVENEL, INC. WITHERSRAVENEL, INC. 401(K) PROFIT SHARING PLAN |
CARY NC |
| 444 |
| $33.4M |
| $500K |
| 4 | EPLICA CORPORATE SERVICES, INC. EPLICA CORPORATE SERVICES, INC. 401(K) PLAN | SAN DIEGO CA | 1,612 | $21.1M | $385K |
| 5 | PENOBSCOT COMMUNITY HEALTH CENTER PENOBSCOT COMMUNITY HEALTH CENTER 403(B) PLAN | BANGOR ME | 782 | $41.9M | $383K |
| 6 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLAN | MINNEAPOLIS MN | 228 | $31.0M | $340K |
| 7 | SIEMER MILLING COMPANY SIEMER MILLING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TEUTOPOLIS IL | 187 | $85.5M | $185K |
| 8 | M.B. HAYNES CORPORATION M.B. HAYNES 401(K) PLAN | ASHEVILLE NC | 586 | $37.7M | $168K |
| 9 | COMMUNITY LEGAL AID, INC. COMMUNITY LEGAL AID 401(K) PLAN | WORCESTER MA | 180 | $12.8M | $144K |
| 10 | SATURN OF ST. PAUL, INC. SATURN OF ST. PAUL SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 170 | $9.5M | $81K |
