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 LLC American Funds 2065 TD Ret R6 in their Schedule of Assets, totaling $125K 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 | CLARIDGE PRODUCTS & EQUIPMENT, LLC CLARIDGE PRODUCTS & EQUIPMENT, LLC EMPLOYEES 401(K) PLAN | COPPELL TX | 282 | $7.5M | $125K |
