Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Af Trgt Date 2020 R6 Registered investment company in their Schedule of Assets, totaling $37.6M 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 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $8.3M |
| 2 | MUELLER GROUP, LLC MUELLER GROUP, LLC DC MASTER TRUST | ATLANTA GA | — | $289.5M | $7.6M |
| 3 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST |
ST. LOUIS MO |
| — |
| $296.0M |
| $5.7M |
| 4 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $4.3M |
| 5 | ASTECH HOLDCO, LLC ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN | SANTA ANA CA | 152 | $12.9M | $3.2M |
| 6 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $3.0M |
| 7 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $2.3M |
| 8 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $1.3M |
| 9 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $1.2M |
| 10 | CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE 401(K) PLAN | COLTON CA | 147 | $5.9M | $534K |
