Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Am Fds 2035 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $142.6M 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 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $9.7M |
| 2 | TJ REGIONAL HEALTH INC. TJ REGIONAL HEALTH INC. 403(B) PLAN | GLASGOW KY | 1,498 | $83.2M | $9.7M |
| 3 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN |
DENVER CO |
| 2,483 |
| $88.5M |
| $8.4M |
| 4 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $8.4M |
| 5 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $7.9M |
| 6 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $7.3M |
| 7 | WATERMARK RETIREMENT COMMUNITIES, LLC WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLAN | TUCSON AZ | 2,946 | $53.8M | $7.3M |
| 8 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $6.2M |
| 9 | HAYS MEDICAL CENTER HAYS MEDICAL CENTER EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | HAYS KS | 1,460 | $115.5M | $4.9M |
| 10 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $4.8M |
