Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Amer Target 2030 Fund R6 Mutual fund in their Schedule of Assets, totaling $39.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | $12.1M |
| 2 | ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX AZ | 1,122 | $45.6M | $6.4M |
| 3 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN |
HOCKLEY TX |
| 794 |
| $36.9M |
| $4.7M |
| 4 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $4.1M |
| 5 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $4.0M |
| 6 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $2.3M |
| 7 | BIOTISSUE HOLDINGS, INC. BIOTISSUE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 311 | $25.6M | $1.6M |
| 8 | BEST BUDDIES INTERNATIONAL, INC. BEST BUDDIES INTERNATIONAL, INC. 401(K) PLAN | MIAMI FL | 359 | $17.2M | $1.2M |
| 9 | DETWILERS OPERATIONS INC. DETWILERS RETIREMENT SAVINGS PLAN | SARASOTA FL | 638 | $7.9M | $794K |
| 10 | PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON TX | 75 | $7.6M | $591K |
