Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Target Retirement 2025 R6 in their Schedule of Assets, totaling $1.1M 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 | PFEIFFER UNIVERSITY PFEIFFER UNIVERSITY RETIREMENT PLAN | MISENHEIMER NC | 164 | $32.0M | $737K |
| 2 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 65 | $4.3M | $259K |
| 3 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY 401K PS PLAN |
PHILADELPHIA PA |
| 226 |
| $22.3M |
| $45K |
| 4 | ACTION TARGET, INC. ACTION TARGET, INC. 401(K) PLAN | PROVO UT | 175 | $10.8M | $11K |
| 5 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY DEFINED CONTRIBUTION PLAN FOR UNION LOCAL 107 UNIT A EMPLOYEES | PHILADELPHIA PA | 123 | $3.2M | $2K |
