Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Af Trgt Date 2015 R6 Registered investment company in their Schedule of Assets, totaling $7.5M 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 | MUELLER GROUP, LLC MUELLER GROUP, LLC DC MASTER TRUST | ATLANTA GA | — | $289.5M | $2.7M |
| 2 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $1.9M |
| 3 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST |
ST. LOUIS MO |
| — |
| $296.0M |
| $1.9M |
| 4 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $811K |
| 5 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $131K |
| 6 | CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE 401(K) PLAN | COLTON CA | 147 | $5.9M | $87K |
| 7 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $55K |
| 8 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $2K |
