Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Am Fds 2015 Trgt Dte Rtm R6 Fd Mutual fund in their Schedule of Assets, totaling $1.1M 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 | ATHENS DISTRIBUTING COMPANY OF NASHVILLE ATHENS DISTRIBUTING RETIREMENT PLAN | NASHVILLE TN | 358 | $36.4M | $480K |
| 2 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $410K |
| 3 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN |
NEW ALBANY OH |
| 167 |
| $20.3M |
| $181K |
| 4 | 4M CAPITAL, LTD DBA ARTERIORS HOME ARTERIORS HOME 401(K) PLAN | LEWISVILLE TX | 167 | $8.6M | $7K |
