Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 77 U.S. retirement plans report holding Am Fds 2020 Trgt Dte Rtm R6 Fd " in their Schedule of Assets, totaling $118.4M 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 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $9.0M |
| 2 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $7.9M |
| 3 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN |
BUFFALO NY |
| 1,564 |
| $245.7M |
| $7.5M |
| 4 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $6.8M |
| 5 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $6.2M |
| 6 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $5.7M |
| 7 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $5.3M |
| 8 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $4.7M |
| 9 | CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY UT | 183 | $53.3M | $4.7M |
| 10 | RICHLAND HOSPITAL, INC. THE RICHLAND HOSPITAL, INC. TAX DEFERRED ANNUITY PLAN | RICHLAND CENTER WI | 457 | $39.3M | $4.1M |
