Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Trgt Date Ret 2025 R6 Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M | $3.6M |
| 2 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS TX | 492 | $60.9M | $2.0M |
| 3 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) |
SAN ANTONIO TX |
| 1,175 |
| $53.9M |
| $1.8M |
| 4 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $1.5M |
| 5 | ELCOR OPERATING COMPANY, LLC ELCOR OPERATING COMPANY, LLC 401(K) PLAN | HORSEHEADS NY | 348 | $10.8M | $809K |
| 6 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 385 | $22.4M | $497K |
| 7 | CANCER CARE ASSOCIATES OF YORK, INC. CANCER CARE ASSOCIATES OF YORK 401(K) PLAN | YORK PA | 108 | $17.1M | $481K |
| 8 | CALIFORNIA RURAL INDIAN HEALTH BOARD, INC. CRIHB 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 86 | $6.4M | $271K |
| 9 | JEWISH FAMILY SERVICE JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN | SEATTLE WA | 107 | $9.9M | $151K |
