Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Retirement Fund, Class R-6 American Funds American Funds 2065 Target Date N/R in their Schedule of Assets, totaling $1.2M 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 | ALTO-SHAAM, INC. THE EMPLOYEES OF ALTO-SHAAM RETIREMENT PLAN | MENOMONEE FALLS WI | 490 | $48.1M | $617K |
| 2 | ACTS RETIREMENT - LIFE COMMUNITIES, INC. ACTS RETIREMENT - LIFE COMMUNITIES, INC. RETIREMENT SAVINGS PLAN - 401(K) | FT WASHINGTON PA | 6,188 | $227.0M | $525K |
| 3 | NATIONAL HME, INC. |
IRVING TX |
| 407 |
| $7.0M |
| $98K |
