Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Af Trgt Date 2065 R6 Mutual Fund in their Schedule of Assets, totaling $10.4M 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 | $2.0M |
| 2 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $966K |
| 3 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN |
| 4,476 |
| $77.1M |
| $961K |
| 4 | GREENSKY LLC GREENSKY TRADE CREDIT, LLC 401(K) PLAN | ATLANTA GA | 971 | $47.7M | $794K |
| 5 | EAGLE VIEW TECHNOLOGIES, INC. EAGLE VIEW TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 578 | $38.1M | $724K |
| 6 | BRYCE CORPORATION BRYCE CORPORATION 401(K) SAVINGS AND PROFIT SHARING PLAN | MEMPHIS TN | 951 | $115.3M | $685K |
| 7 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $650K |
| 8 | DISCOVERY EDUCATION, INC. DISCOVERY EDUCATION 401(K) PLAN | CHARLOTTE NC | 610 | $72.6M | $581K |
| 9 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $394K |
| 10 | CLEO COMMUNICATIONS HOLDING, LLC CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN | ROCKFORD IL | 267 | $30.5M | $307K |
