Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Am Fds 2025 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $146.5M 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 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $9.5M |
| 2 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $9.4M |
| 3 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN |
| 1,163 |
| $83.1M |
| $8.4M |
| 4 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $7.9M |
| 5 | CAPE AIR/NANTUCKET AIRLINES CAPE AIR/NANTUCKET AIRLINES KSOP RETIREMENT PLAN | HYANNIS MA | 570 | $34.9M | $7.8M |
| 6 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $7.8M |
| 7 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $7.5M |
| 8 | CHILDREN'S MIRACLE NETWORK CHILDREN'S MIRACLE NETWORK 403(B) PLAN | SALT LAKE CITY UT | 183 | $53.3M | $6.8M |
| 9 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $6.4M |
| 10 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $5.6M |
