Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Am Fds 2065 Trgt Dte Rtm R6 Fd " in their Schedule of Assets, totaling $120.7M 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 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $15.0M |
| 2 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $12.8M |
| 3 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN |
GRINNELL IA |
| 743 |
| $151.7M |
| $12.5M |
| 4 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $10.4M |
| 5 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $4.7M |
| 6 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $3.0M |
| 7 | CROSBY TUGS LLC CROSBY TUGS, LLC 401(K) PLAN | GALLIANO LA | 694 | $21.5M | $2.6M |
| 8 | ALTERNATIVE BEHAVIOR STRATEGIES, LLC ALTERNATIVE BEHAVIOR STRATEGIES RETIREMENT PLAN | ENCINO CA | 2,723 | $20.3M | $2.6M |
| 9 | A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON OH | 265 | $19.1M | $2.6M |
| 10 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $2.6M |
