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 $145.1M 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 | 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 |
