Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 150 U.S. retirement plans report holding American Funds Trgt Date Ret 2025 R6 American Funds 0 in their Schedule of Assets, totaling $99.9M 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 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $7.8M |
| 2 | THLP CO., LLC THLP CO., LLC 401(K) PLAN | CONESTOGA PA | 745 | $42.3M | $4.5M |
| 3 | FRES-CO SYSTEM USA INC. FRES-CO SYSTEM USA, INC. RETIREMENT SAVINGS PLAN |
TELFORD PA |
| 380 |
| $55.5M |
| $4.0M |
| 4 | AMERIJET INTERNATIONAL, INC. AMERIJET INTERNATIONAL 401(K) PLAN | MIAMI FL | 678 | $22.6M | $3.6M |
| 5 | T.W. GARNER FOOD COMPANY T.W. GARNER FOOD COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 126 | $24.1M | $3.5M |
| 6 | NEWPORT GROUP, INC. ASCENSUS-AMERICAN FUNDS POOLED EMPLOYER PLAN | FOLSOM CA | 749 | $17.5M | $2.5M |
| 7 | BONNER GENERAL HOSPITAL, INC. BONNER GENERAL HOSPITAL 403(B) PLAN | SANDPOINT ID | 456 | $24.0M | $2.4M |
| 8 | ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON OH | 1,792 | $47.6M | $2.3M |
| 9 | WASATCH PEDIATRICS, INC. WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN | WEST JORDAN UT | 189 | $68.8M | $2.3M |
| 10 | SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER SUMMIT HEALTHCARE REGIONAL MEDICAL CENTER PERFORMANCE BASED FLEXIBLE CONTRIBUTION RETIREMENT PLAN | SHOW LOW AZ | 1,244 | $56.3M | $2.2M |
