Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Trgt Date Ret 2060 R6 Registered Investment Company in their Schedule of Assets, totaling $2.9M 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 | COMPASS CONSTRUCTION MANAGEMENT COMPASS CONSTRUCTION 401(K) PLAN | KIRKLAND WA | 128 | $10.5M | $1.0M |
| 2 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 112 | $11.0M | $817K |
| 3 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE |
| 168 |
| $8.0M |
| $448K |
| 4 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $425K |
| 5 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 92 | $12.6M | $70K |
| 6 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 102 | $15.1M | $48K |
