Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Af Trgt Date 2035 R6 Mutual Fund in their Schedule of Assets, totaling $126.0M 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 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $20.5M |
| 2 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $11.2M |
| 3 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA |
| 799 |
| $118.8M |
| $11.0M |
| 4 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $8.6M |
| 5 | DISCOVERY EDUCATION, INC. DISCOVERY EDUCATION 401(K) PLAN | CHARLOTTE NC | 610 | $72.6M | $6.0M |
| 6 | VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN OH | 303 | $57.6M | $5.5M |
| 7 | F. A. DAVIS PUBLISHING COMPANY F. A. DAVIS COMPANY 401(K) SAVINGS PLAN | PHILADELPHIA PA | 157 | $43.7M | $5.4M |
| 8 | NETWORK BUILDING & CONSULTING, LLC NETWORK BUILDING & CONSULTING 401(K) PLAN | ELKRIDGE MD | 402 | $38.4M | $5.3M |
| 9 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $4.9M |
| 10 | TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING TX | 144 | $33.4M | $3.8M |
