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 $120.6M 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 | 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 |
