Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement Fund American Funds American Funds 2060 Target Date in their Schedule of Assets, totaling $1.0M 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 | SUMMER SEARCH FOUNDATION SUMMER SEARCH FOUNDATION 401(K) RETIREMENT PLAN | OAKLAND CA | 122 | $9.1M | $726K |
| 2 | PIONEER PHYSICIANS NETWORK, INC. PIONEER PHYSICIANS NETWORK, INC. 401(K) PROFIT SHARING PLAN | UNIONTOWN OH | 278 | $47.8M | $218K |
| 3 | HUGHES & SMITH, INC. |
FAIRFAX VA |
| 119 |
| $12.9M |
| $58K |
