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 Date 2025 in their Schedule of Assets, totaling $3.7M 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 | A. FINKL & SONS CO. FINKL STEEL SAVINGS PLAN | CHICAGO IL | 322 | $44.0M | $1.3M |
| 2 | CUMBERLAND FAMILY MEDICAL CENTER CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN | BURKESVILLE KY | 972 | $59.7M | $910K |
| 3 | I3 GROUP INC. I3 GROUP, INC. 401(K) PLAN AND TRUST |
LINCOLNSHIRE IL |
| 377 |
| $34.1M |
| $813K |
| 4 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $671K |
