Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Bank and Trust American Funds 2065 Target Date Retirement Fund in their Schedule of Assets, totaling $14K 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 | DISPLAY PACK, INC. DISPLAY PACK, INC. 401(K) RETIREMENT PLAN | CEDAR SPRINGS MI | 237 | $12.3M | $14K |
