Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Amer Target 2040 Fund R6 Mutual fund in their Schedule of Assets, totaling $33.4M 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 | PROVIDENT BANK LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | ISELIN NJ | 637 | $107.5M | $4.9M |
| 2 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN | HOCKLEY TX | 794 | $36.9M | $4.6M |
| 3 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST |
OAK RIDGE NJ |
| 842 |
| $107.4M |
| $4.4M |
| 4 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $4.1M |
| 5 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $3.5M |
| 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 | $2.2M |
| 8 | BEST BUDDIES INTERNATIONAL, INC. BEST BUDDIES INTERNATIONAL, INC. 401(K) PLAN | MIAMI FL | 359 | $17.2M | $2.1M |
| 9 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $1.7M |
| 10 | DETWILERS OPERATIONS INC. DETWILERS RETIREMENT SAVINGS PLAN | SARASOTA FL | 638 | $7.9M | $1.2M |
