Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Trgt Date Ret 2060 R4 American Funds 0 in their Schedule of Assets, totaling $6.4M 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 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $3.1M |
| 2 | PROGRAM PLANNING PROFESSIONALS INC. PROGRAM PLANNING PROFESSIONALS, INC. 401(K) | ANN ARBOR MI | 201 | $11.3M | $1.0M |
| 3 | ENGINEERED MEDICAL SYSTEMS, INC. EMS 401(K) PLAN |
INDIANAPOLIS IN |
| 198 |
| $4.9M |
| $644K |
| 4 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $580K |
| 5 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $375K |
| 6 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $172K |
| 7 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN | ROLLING MEADOWS IL | 126 | $23.5M | $171K |
| 8 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $103K |
| 9 | UNITED HOMES GROUP, INC. UNITED HOMES GROUP 401(K) PLAN | CHAPIN SC | 192 | $6.1M | $94K |
| 10 | LAKEVIEW HEALTH SERVICES, INC. LAKEVIEW HEALTH 401(K) PLAN | GENEVA NY | 133 | $5.5M | $54K |
