Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Target Retirement 2065 Fund in their Schedule of Assets, totaling $2.4M 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 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $535K |
| 2 | EVANS MANAGEMENT GROUP, LLC EVANS MANAGEMENT GROUP 401(K) RETIREMENT PLAN | ORANGEBURG SC | 236 | $20.9M | $516K |
| 3 | JTC USA HOLDINGS, INC. JTC USA 401(K) PLAN |
SAN JOSE CA |
| 374 |
| $24.3M |
| $481K |
| 4 | KNUTSON HOLDINGS, INC. KNUTSON HOLDINGS, INC. 401(K) PLAN | MINNEAPOLIS MN | 144 | $39.5M | $335K |
| 5 | FINISH THOMPSON, INC. FINISH THOMPSON, INC. PROFIT SHARING AND SAVINGS & MATCH PLAN | ERIE PA | 140 | $20.5M | $311K |
| 6 | QMERIT ELECTRIFICATION, LLC QMERIT ELECTRIFICATION, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 401 | $4.6M | $124K |
| 7 | HANBURY EVANS WRIGHT VLATTAS + COMPANY HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | NORFOLK VA | 155 | $23.6M | $38K |
| 8 | C & F ENTERPRISES, INC. C & F ENTERPRISES, INC. 401(K) PLAN | NEWPORT NEWS VA | 346 | $30.0M | $17K |
