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 Fund 2025 in their Schedule of Assets, totaling $5.7M 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 | DAYLIGHT TRANSPORT THE DAYLIGHT TRANSPORT 401(K) SAVINGS PLAN | CYPRESS CA | 720 | $39.5M | $2.1M |
| 2 | CAVINESS BEEF PACKERS LTD CAVINESS BEEF PACKERS LTD 401(K) PLAN | AMARILLO TX | 921 | $22.0M | $1.8M |
| 3 | AGENCY FOR COMMUNITY TRANSIT AGENCY FOR COMMUNITY TRANSIT 403B RETIREMENT PLAN |
PONTOON BEACH IL |
| 129 |
| $18.4M |
| $853K |
| 4 | CS BEEF PACKERS, LLC CS BEEF PACKERS, LLC 401(K) PLAN | AMARILLO TX | 470 | $12.9M | $633K |
| 5 | MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. 401(K) PLAN | DAYTON OH | 395 | $29.1M | $285K |
