Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Af Trgt Date 2025 R6 Registered investment company in their Schedule of Assets, totaling $89.5M 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 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $28.2M |
| 2 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $18.9M |
| 3 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN |
RICHARDSON TX |
| 10,575 |
| $253.7M |
| $13.0M |
| 4 | MUELLER GROUP, LLC MUELLER GROUP, LLC DC MASTER TRUST | ATLANTA GA | — | $289.5M | $12.9M |
| 5 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $3.9M |
| 6 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $3.2M |
| 7 | ASTECH HOLDCO, LLC ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN | SANTA ANA CA | 152 | $12.9M | $3.1M |
| 8 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $2.7M |
| 9 | PARAMETRIC SOLUTIONS INC. PARAMETRIC SOLUTIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JUPITER FL | 136 | $27.3M | $1.2M |
| 10 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $1.2M |
