Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Target Retirement 2025 R6 in their Schedule of Assets, totaling $317K 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 | CO-OPPORTUNITY CONSUMERS' CO-OP, INC. CO-OPPORTUNITY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 65 | $4.3M | $259K |
| 2 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY 401K PS PLAN | PHILADELPHIA PA | 226 | $22.3M | $45K |
| 3 | ACTION TARGET, INC. ACTION TARGET, INC. 401(K) PLAN |
PROVO UT |
| 175 |
| $10.8M |
| $11K |
| 4 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY DEFINED CONTRIBUTION PLAN FOR UNION LOCAL 107 UNIT A EMPLOYEES | PHILADELPHIA PA | 123 | $3.2M | $2K |
