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 2065 R6 Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) | SAN ANTONIO TX | 1,175 | $53.9M | $2.0M |
| 2 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $410K |
| 3 | LEMIEUX GROUP LP LEMIEUX GROUP LP 401(K) PROFIT SHARING PLAN |
PITTSBURGH PA |
| 385 |
| $22.4M |
| $148K |
| 4 | ELCOR OPERATING COMPANY, LLC ELCOR OPERATING COMPANY, LLC 401(K) PLAN | HORSEHEADS NY | 348 | $10.8M | $25K |
| 5 | JEWISH FAMILY SERVICE JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN | SEATTLE WA | 107 | $9.9M | $14K |
| 6 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $10K |
