Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Amer Target 2025 Fund R6 Mutual fund in their Schedule of Assets, totaling $41.5M 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 | $10.9M |
| 2 | PROVIDENT BANK LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | ISELIN NJ | 637 | $107.5M | $10.5M |
| 3 | ALITA CARE HOLDINGS LLC |
PHOENIX AZ |
| 1,122 |
| $45.6M |
| $4.3M |
| 4 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $3.6M |
| 5 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN | HOCKLEY TX | 794 | $36.9M | $3.0M |
| 6 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $2.6M |
| 7 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $2.3M |
| 8 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $1.8M |
| 9 | DETWILERS OPERATIONS INC. DETWILERS RETIREMENT SAVINGS PLAN | SARASOTA FL | 638 | $7.9M | $754K |
| 10 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $689K |
