Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Af Trgt Date 2020 R6 in their Schedule of Assets, totaling $39.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KLOCKNER METALS CORPORATION KLOECKNER METALS 401(K) PLAN | ROSWELL GA | 2,303 | $288.7M | $8.9M |
| 2 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. CTCA 401(K) SAVINGS AND RETIREMENT PLAN | SCHAUMBURG IL | 3,721 | $445.1M | $7.0M |
| 3 | ALTORFER INC. ALTORFER RETIREMENT PLAN |
CEDAR RAPIDS IA |
| 936 |
| $162.8M |
| $4.3M |
| 4 | SUNOPTA FOODS INC. SUNOPTA FOODS INC. 401(K) PLAN | EDEN PRAIRIE MN | 1,172 | $98.7M | $3.0M |
| 5 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $2.5M |
| 6 | CEC ENTERTAINMENT CONCEPTS, LP CEC ENTERTAINMENT 401(K) RETIREMENT & SAVINGS PLAN | IRVING TX | 4,224 | $70.7M | $2.2M |
| 7 | AMERICAN FARM BUREAU FEDERATION AMERICAN FARM BUREAU FEDERATION EMPLOYEES SAVINGS TRUST | WASHINGTON DC | 99 | $20.3M | $1.7M |
| 8 | KEYNETICS, INC. KEYNETICS, INC. 401(K) PLAN | BOISE ID | 138 | $24.7M | $1.7M |
| 9 | CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM CA | 429 | $55.2M | $1.6M |
| 10 | TYNDALL FEDERAL CREDIT UNION TYNDALL FEDERAL CREDIT UNION 401(K) PLAN | PANAMA CITY FL | 229 | $29.5M | $1.2M |
