Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Target Retirement 2025 # in their Schedule of Assets, totaling $8.9M 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 | TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH MN | 486 | $29.6M | $4.2M |
| 2 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $1.5M |
| 3 | FARMERS STATE BANK |
LAGRANGE IN |
| 144 |
| $17.7M |
| $1.2M |
| 4 | THE BREWER COMPANY LLC THE BREWER COMPANY LLC 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 108 | $9.0M | $870K |
| 5 | W. W. WALLWORK, INC. W. W. WALLWORK, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 542 | $51.1M | $442K |
| 6 | MIKE THOMPSON RECREATIONAL VEHICLES MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | SANTA FE SPRINGS CA | 267 | $22.8M | $424K |
| 7 | THE DETROIT INSTITUTE OF ARTS THE DETROIT INSTITUTE OF ARTS 401(K) PLAN | DETROIT MI | 358 | $23.2M | $201K |
| 8 | COLES SALON, INC. COLES SALON, INC. 401(K) PLAN | BURNSVILLE MN | 271 | $49.5M | $15K |
| 9 | BUIST ELECTRIC, INC. BUIST ELECTRIC 401(K) PLAN | BYRON CENTER MI | 473 | $78.6M | $11K |
