Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Amer Target 2020 Fund R6 Mutual fund in their Schedule of Assets, totaling $11.8M 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 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $3.8M |
| 2 | PROVIDENT BANK LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | ISELIN NJ | 637 | $107.5M | $3.4M |
| 3 | SCHULTE BUILDING SYSTEMS, INC. |
HOCKLEY TX |
| 794 |
| $36.9M |
| $1.8M |
| 4 | ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX AZ | 1,122 | $45.6M | $706K |
| 5 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $650K |
| 6 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $508K |
| 7 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $366K |
| 8 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $356K |
| 9 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $75K |
| 10 | BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 311 | $25.6M | $70K |
