Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Trgt Date Ret 2065 R4 American Funds 0 in their Schedule of Assets, totaling $418K 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 | ENGINEERED MEDICAL SYSTEMS, INC. EMS 401(K) PLAN | INDIANAPOLIS IN | 198 | $4.9M | $145K |
| 2 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN | ROLLING MEADOWS IL | 126 | $23.5M | $108K |
| 3 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST |
UTICA NY |
| 2,499 |
| $23.7M |
| $41K |
| 4 | UNITED HOMES GROUP, INC. UNITED HOMES GROUP 401(K) PLAN | CHAPIN SC | 192 | $6.1M | $33K |
| 5 | OPHTHALMIC CONSULTANTS OF LONG ISLAND OPHTHALMIC CONSULTANTS OF LONG ISLAND 401K PLAN | GARDEN CITY NY | 1,096 | $78.4M | $32K |
| 6 | ARLA FOODS, INC. ARLA FOODS, INC 401(K) PLAN | BASKING RIDGE NJ | 323 | $21.2M | $25K |
| 7 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $25K |
| 8 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $8K |
