Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amer Target 2040 Fund R6 in their Schedule of Assets, totaling $13.6M 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 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $6.3M |
| 2 | TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND | PEWAUKEE WI | 9,375 | $59.7M | $5.0M |
| 3 | BAY AREA PAINTERS & TAPERS ANNUITY FUND |
DUBLIN CA |
| 6,637 |
| $543.5M |
| $2.0M |
| 4 | JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. JCCS, PC 401K PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 117 | $26.1M | $388K |
