Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Af Trgt Date 2065 R6 Registered investment company in their Schedule of Assets, totaling $11.8M 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 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $3.1M |
| 2 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $2.9M |
| 3 | MUELLER GROUP, LLC |
ATLANTA GA |
| — |
| $289.5M |
| $2.2M |
| 4 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $1.2M |
| 5 | SCHNUCK MARKETS, INC. SCHNUCK MARKETS, INC. MASTER TRUST | ST. LOUIS MO | — | $296.0M | $936K |
| 6 | GWP HOLDINGS LLC GWP 401(K) PROFIT SHARING RETIREMENT PLAN | SUMNER WA | 534 | $38.3M | $880K |
| 7 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $248K |
| 8 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $179K |
| 9 | ASTECH HOLDCO, LLC ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN | SANTA ANA CA | 152 | $12.9M | $48K |
| 10 | CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE 401(K) PLAN | COLTON CA | 147 | $5.9M | $40K |
