American Funds 2060 Trgt Dt Rtr R-6 (RFUTX)

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
• Pruco Securities, LLC
• Comerica Bank
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Schwab Institutional
• 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
• Commonwealth Universe
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• Ameritas NTFN
• Ameriprise Financial
• Fidelity Advisor 401(k) I Shares
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• TD Ameritrade Retail
• TD Ameritrade Institutional
• Nationwide Retirement Clear Adva
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• 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
• RBC Wealth Management-Wrap Eligible
• H Beck Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• Morgan Stanley Portfolio Management
• Nationwide Retirement Flexible Advantage
• JP Morgan No Load
• 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
• 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.