Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AFTD40-R2 Mutual Funds in their Schedule of Assets, totaling $165K 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 | TARGET TRANS-LOGIC, LLC TARGET TRANS-LOGIC, LLC 401(K) | MINERAL RIDGE OH | 127 | $766K | $112K |
| 2 | NEA THERAPY PROVIDERS, LLC NEA THERAPY PROVIDERS 401(K) PLAN | JONESBORO AR | 256 | $3.3M | $42K |
| 3 | AT HOME CARE, INC. AT HOME CARE, INC. 401K PLAN |
PORT GIBSON MS |
| 481 |
| $1.2M |
| $11K |
