Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Trgt Date Ret 2060 Mutual fund in their Schedule of Assets, totaling $284K 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 | DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN | SHAWNEE MISSION KS | 236 | $17.0M | $215K |
| 2 | BLUE OCEAN REALTY, LLC BLUE OCEAN REALTY, LLC RETIREMENT PLAN | REISTERSTOWN MD | 56 | $2.3M | $69K |
