Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 2060 Target Date Fund Mutual fund in their Schedule of Assets, totaling $1.4M 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 | NEDELCO, INC. NEDELCO, INC. 401(K) RETIREMENT PLAN | AURORA NE | 429 | $33.8M | $466K |
| 2 | BIRMINGHAM RADIOLOGICAL GROUP, P.C. BIRMINGHAM RADIOLOGICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 89 | $69.1M | $443K |
| 3 | BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC |
BIRMINGHAM AL |
| 244 |
| $43.1M |
| $443K |
