Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Trust Company American Funds 2065 TD Ret R6 in their Schedule of Assets, totaling $474K 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 | THE MORGAN GROUP INC. THE MORGAN GROUP, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 604 | $23.3M | $474K |
