American Funds 2025 Trgt Date Ret IncR-4 (RDDTX)

Min Initial Investment

250

Min Initial Investment, IRA

0.25

Min Initial Investment, AIP

2.5

Min Subsequent Investment

250

Min Subsequent Investment, IRA

0.25

Min Subsequent Investment, AIP

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• Northwestern Mutual Inv Srvc, LLC
• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• Comerica Bank
• H&R Block Financial Advisors Inc
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Ameriprise Brokerage
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Ameriprise SPS Advantage
• CommonWealth Core
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• WFA MF Advisory Updated 9.2.26
• CommonWealth 401k
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• Ameritas NTFN
• Firstrade
• Standard Retirement Services, Inc.
• Ameriprise Financial
• American Recordkeeper Direct
• Prudential Retail
• Sun Life CPS
• Sun Life Recordkeeper Plus
• American PlanPremier
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• SB Pychx OFS C
• SB Pychx OFS R
• SB Pychx OFS A
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Nationwide Retirement Clear Adva
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• Bear Stearns
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• Primerica Financial Services
• Northwestern Mutual Investment Services, Llc
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• ADP Access Tier 1
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• WF MFQ Screen Updated 12/31/2016
• E-Plan Services, Inc.
• H Beck Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• Morgan Stanley Portfolio Management
• Nationwide Retirement Flexible Advantage
• JP Morgan No Load
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Fidelity Advisor 401(k) A Shares
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• NM WMC
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Existing Shareholders Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• ADP Access Tier 2
• Fidelity Advisor 401(k) C Shares
• Fidelity Advisor 401(k) M Shares
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Prudential Advisors Command
• ADP Access Tier 3
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access 3(21) Tier 1
• ADP Advisor Access 3(21) Tier 2
• ADP Advisor Access 3(21) Tier 3
• ADP Advisor Access Tier 0
• ADP Advisor Access Tier 1
• ADP Advisor Access Tier 2
• ADP Advisor Access Tier 3
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• ADP Raymond James 3(38)
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available
• UBS Flex
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Institutional No Transaction Fee Funds
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.