Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual fund in their Schedule of Assets, totaling $889K 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 | ATHENS DISTRIBUTING COMPANY OF NASHVILLE ATHENS DISTRIBUTING RETIREMENT PLAN | NASHVILLE TN | 358 | $36.4M | $257K |
| 2 | ANALYGENCE, INC. ANALYGENCE, INC. 401(K) PLAN | FULTON MD | 316 | $10.1M | $203K |
| 3 | ALEXANDER YOUTH NETWORK ALEXANDER YOUTH NETWORK 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 416 |
| $14.7M |
| $147K |
| 4 | ITG COMMUNICATIONS, LLC ITG COMMUNICATIONS, LLC 401(K) PLAN | HENDERSONVILLE TN | 1,796 | $4.1M | $112K |
| 5 | 4M CAPITAL, LTD DBA ARTERIORS HOME ARTERIORS HOME 401(K) PLAN | LEWISVILLE TX | 167 | $8.6M | $94K |
| 6 | SOUTH EVERSON LUMBER COMPANY INC. SOUTH EVERSON LUMBER COMPANY INC. 401(K) SAVINGS PLAN | EVERSON WA | 115 | $5.8M | $34K |
| 7 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN | NEW ALBANY OH | 167 | $20.3M | $21K |
| 8 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $18K |
| 9 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $2K |
