Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American United Life Insurance Company American Funds 2065 Target Date Retirement in their Schedule of Assets, totaling $114K 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 | ELWYN CALIFORNIA ELWYN CALIFORNIA DEFINED CONTRIBUTION 403B PLAN | SAN JOSE CA | 848 | $14.1M | $98K |
| 2 | EUGENE BURGER MANAGEMENT CORPORATION EBMC 401K PROFIT SHARING PLAN | RENO NV | 200 | $7.6M | $16K |
