Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Am Fds Trgt Dte Rtm 2025 R6 Fd Mutual Fund in their Schedule of Assets, totaling $4.7M 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 | LA FRONTERA CENTER, INC. LA FRONTERA CENTER, INC. 403(B) PLAN | TUCSON AZ | 1,423 | $21.0M | $2.4M |
| 2 | TURNING POINT COMMUNITY PROGRAMS TURNING POINT COMMUNITY PROGRAMS 401(K) RETIREMENT PLAN | RANCHO CORDOVA CA | 934 | $25.2M | $2.1M |
| 3 | REVISION COLLECTIVE INC. REVISION COLLECTIVE INC. 401(K) PLAN |
CINCINNATI OH |
| 86 |
| $8.2M |
| $114K |
| 4 | THERMOWORKS, INC. THERMOWORKS, INC. 401(K) PLAN | AMERICAN FORK UT | 119 | $9.4M | $20K |
