Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company American Funds Target Date 2060 Fund in their Schedule of Assets, totaling $2.5M 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 | EASTPORT HOLDINGS, LLC EASTPORT HOLDINGS, LLC 401(K) PLAN | MEMPHIS TN | 468 | $69.5M | $2.0M |
| 2 | SURACK ENTERPRISES CORP SURACK ENTERPRISES CORP 401(K) PLAN | FORT WAYNE IN | 629 | $10.9M | $346K |
| 3 | YUSA CORPORATION YUSA CORPORATION 401(K) PLAN |
WASHINGTON COURT HOUSE OH |
| 353 |
| $22.3M |
| $123K |
