Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Target 2040 Fund R6 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | SELCO COMMUNITY CREDIT UNION SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN | SPRINGFIELD OR | 455 | $48.7M | $1.1M |
| 2 | NORTHSOUND AUTO GROUP LLC DWAYNE LANES CORPORATIONS 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 159 | $9.8M | $207K |
