Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Am Fds 2030 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $149.2M 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 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $9.4M |
| 2 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $8.7M |
| 3 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN |
BOSTON MA |
| 971 |
| $188.1M |
| $8.7M |
| 4 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $8.3M |
| 5 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $8.0M |
| 6 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $7.9M |
| 7 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $7.1M |
| 8 | WATERMARK RETIREMENT COMMUNITIES, LLC WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | TUCSON AZ | 2,946 | $53.8M | $7.1M |
| 9 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S PENSION PLAN | HAYS KS | 1,178 | $96.9M | $6.3M |
| 10 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $5.8M |
