Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Af Trgt Date 2050 R6 Mutual Fund in their Schedule of Assets, totaling $141.1M 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 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $15.8M |
| 2 | DISCOVERY EDUCATION, INC. DISCOVERY EDUCATION 401(K) PLAN | CHARLOTTE NC | 610 | $72.6M | $10.6M |
| 3 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN |
CHANTILLY VA |
| 802 |
| $185.5M |
| $10.5M |
| 4 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $9.7M |
| 5 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $9.1M |
| 6 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $8.2M |
| 7 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $7.4M |
| 8 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $7.0M |
| 9 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $6.7M |
| 10 | GREENSKY LLC GREENSKY TRADE CREDIT, LLC 401(K) PLAN | ATLANTA GA | 971 | $47.7M | $5.5M |
