Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Af Trgt Date 2025 R6 Mutual Fund in their Schedule of Assets, totaling $76.1M 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 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $9.8M |
| 2 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $9.2M |
| 3 | LEGACY INFRASTRUCTURE GROUP LLC |
KANSAS CITY MO |
| 331 |
| $23.3M |
| $6.2M |
| 4 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $6.1M |
| 5 | SUPERIOR BOWEN ASPHALT COMPANY, L.L.C. SUPERIOR BOWEN 401(K) PLAN | KANSAS CITY MO | 359 | $18.7M | $5.9M |
| 6 | F. A. DAVIS PUBLISHING COMPANY F. A. DAVIS COMPANY 401(K) SAVINGS PLAN | PHILADELPHIA PA | 157 | $43.7M | $5.8M |
| 7 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $5.1M |
| 8 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $4.6M |
| 9 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $3.4M |
| 10 | GULF STREAM MARINE, INC. GULF STREAM MARINE, INC. 401(K) PLAN | HOUSTON TX | 1,036 | $17.8M | $3.1M |
