Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Great Gray Trust American Funds 2060 Target Date Fund in their Schedule of Assets, totaling $480K 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 | SUCCESS REHABILITATION, INC. SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN | QUAKERTOWN PA | 265 | $8.9M | $392K |
| 2 | HEALTHNET AEROMEDICAL SERVICES INC DBA HEALTHNET AEROMEDICAL SERVICES HEALTHNET AEROMEDICAL SERVICES 401(K) PLAN | CHARLESTON WV | 266 | $7.7M | $88K |
