Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Trgtdt 2065 R6 Registered investment company in their Schedule of Assets, totaling $13.1M 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 | PRIORITY-1, INC. PRIORITY-1, INC. 401(K) AND PROFIT SHARING PLAN | LITTLE ROCK AR | 858 | $54.1M | $4.2M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $3.6M |
| 3 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN |
RENTON WA |
| 1,654 |
| $1.5B |
| $2.5M |
| 4 | PRIORITY WIRE & CABLE, INC. PRIORITY WIRE & CABLE, INC 401(K) & PROFIT SHARING PLAN | LITTLE ROCK AR | 728 | $70.1M | $2.0M |
| 5 | THERMA-STOR LLC THERMA-STOR UNION 401(K) PLAN | MADISON WI | 125 | $4.8M | $191K |
| 6 | MAVERICK CAPITAL, LTD. MAVERICK CAPITAL, LTD. 401(K) PLAN | DALLAS TX | 96 | $124.6M | $167K |
| 7 | ALTAMIRA MATERIAL SOLUTIONS, LP ALTAMIRA MATERIAL SOLUTIONS, LP RETIREMENT SAVINGS PLAN | HOUSTON TX | 212 | $17.0M | $105K |
| 8 | POYNER SPRUILL LLP POYNER SPRUILL LLP SAVINGS AND RETIREMENT PLAN | RALEIGH NC | 171 | $71.8M | $82K |
| 9 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $66K |
| 10 | ELEVATE OUTDOOR COLLECTIVE, LLC ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN | BELLEVUE WA | 218 | $21.1M | $56K |
