Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amer Target 2035 Fund R6 Mutual Funds in their Schedule of Assets, totaling $18.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $11.7M |
| 2 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 258 | $24.2M | $2.9M |
| 3 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN |
MEMPHIS TN |
| 240 |
| $17.7M |
| $2.3M |
| 4 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN | LINCOLN NE | 134 | $23.3M | $1.2M |
