Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Trgt Date Ret 2025 R6 # in their Schedule of Assets, totaling $5.5M 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 | MUSCULAR DYSTROPHY ASSOCIATION, INC. MUSCULAR DYSTROPHY ASSOCIATION, INC. SAVINGS PLAN | CHICAGO IL | 287 | $23.3M | $1.6M |
| 2 | X TECHNOLOGIES, INC. X TECHNOLOGIES, INC. 401(K) PLAN | SAN ANTONIO TX | 112 | $11.8M | $1.0M |
| 3 | COUNTY SERVICES, INC. COUNTY SERVICES, INC. 401(K) PLAN |
PLAINVIEW TX |
| 96 |
| $5.1M |
| $677K |
| 4 | OUR SUNDAY VISITOR, INC. OUR SUNDAY VISITOR, INC. 401(K) PLAN | HUNTINGTON IN | 347 | $16.3M | $665K |
| 5 | NATIONWIDE TITLE CLEARING, INC. NATIONWIDE TITLE CLEARING 401(K) PLAN | PALM HARBOR FL | 459 | $4.8M | $406K |
| 6 | PELICAN STATE CREDIT UNION PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN | BATON ROUGE LA | 302 | $25.4M | $376K |
| 7 | TYBER MEDICAL LLC TYBER MEDICAL 401K PLAN | BETHLEHEM PA | 135 | $6.3M | $322K |
| 8 | FAIRFIELD GOURMET CORPORATION DAVID'S COOKIES / COOKIE CUPBOARD 401(K) PLAN | CEDAR GROVE NJ | 501 | $7.3M | $182K |
| 9 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN | NORTHLAKE IL | 380 | $16.4M | $146K |
| 10 | INDUSTRIAL ACCESSORIES COMPANY INDUSTRIAL ACCESSORIES COMPANY 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 319 | $13.9M | $67K |
