Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Trgt Date Ret 2065 R6 Registered Investment Company in their Schedule of Assets, totaling $320K 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 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $147K |
| 2 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $137K |
| 3 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN |
SAN FRANCISCO CA |
| 112 |
| $11.0M |
| $37K |
