Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Trgtdt 2025 R6 Registered investment company in their Schedule of Assets, totaling $119.8M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $63.3M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $14.1M |
| 3 | TAUCK, INC. TAUCK, INC. 401(K) PROFIT SHARING PLAN |
WILTON CT |
| 493 |
| $112.6M |
| $13.1M |
| 4 | THE VERMONT COUNTRY STORE, INC. THE VERMONT COUNTRY STORE, INC. PROFIT SHARING PLAN | MANCHESTER CENTER VT | 338 | $38.8M | $6.4M |
| 5 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $5.1M |
| 6 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $3.5M |
| 7 | FLYHOPCO. LLC DBA BRADFORD MARINE BRADFORD MARINE 401(K) PLAN | FORT LAUDERDALE FL | 203 | $8.3M | $2.2M |
| 8 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $1.5M |
| 9 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $1.3M |
| 10 | SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS CA | 174 | $10.1M | $1.2M |
