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 # in their Schedule of Assets, totaling $1.5M 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 | MIKE THOMPSON RECREATIONAL VEHICLES MIKE THOMPSON RECREATIONAL VEHICLES RETIREMENT PLAN | SANTA FE SPRINGS CA | 267 | $22.8M | $313K |
| 2 | TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH MN | 486 | $29.6M | $301K |
| 3 | TOWER HILL INSURANCE GROUP, LLC |
GAINESVILLE FL |
| 626 |
| $73.9M |
| $235K |
| 4 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PLAN | LAGRANGE IN | 144 | $17.7M | $227K |
| 5 | W. W. WALLWORK, INC. W. W. WALLWORK, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 542 | $51.1M | $188K |
| 6 | BUIST ELECTRIC, INC. BUIST ELECTRIC 401(K) PLAN | BYRON CENTER MI | 473 | $78.6M | $145K |
| 7 | BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK NY | 118 | $61.8M | $51K |
| 8 | THE DETROIT INSTITUTE OF ARTS THE DETROIT INSTITUTE OF ARTS 401(K) PLAN | DETROIT MI | 358 | $23.2M | $3K |
