Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Af Trgt Date 2055 R6 Mutual Fund in their Schedule of Assets, totaling $95.4M 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 | $9.9M |
| 2 | DISCOVERY EDUCATION, INC. DISCOVERY EDUCATION 401(K) PLAN | CHARLOTTE NC | 610 | $72.6M | $8.5M |
| 3 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS |
| 1,238 |
| $94.0M |
| $6.3M |
| 4 | GREENSKY LLC GREENSKY TRADE CREDIT, LLC 401(K) PLAN | ATLANTA GA | 971 | $47.7M | $5.7M |
| 5 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $5.7M |
| 6 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $4.8M |
| 7 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $4.5M |
| 8 | LEVEL ACCESS, INC. LEVEL ACCESS, INC. 401(K) PLAN | ARLINGTON VA | 269 | $25.6M | $4.3M |
| 9 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $4.3M |
| 10 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $4.1M |
