Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Am Fds 2050 Trgt Dte Rtm R3 Fd in their Schedule of Assets, totaling $873K 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 | AMSDELL COMPANIES LLC AMSDELL COMPANIES 401(K) PLAN | CLEVELAND OH | 261 | $6.3M | $393K |
| 2 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN | NEW YORK NY | 127 | $6.5M | $345K |
| 3 | COMMUNITY ACTION OF NORTHEAST INDIANA, INC. DBA BRIGHTPOINT BRIGHTPOINT 403(B) PLAN |
FORT WAYNE IN |
| 330 |
| $8.0M |
| $119K |
| 4 | A & B PACKING EQUIPMENT, INC. A & B PACKING 401(K) PLAN | LAWRENCE MI | 83 | $3.2M | $15K |
