Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amer Target 2050 Fund R6 Mutual Funds in their Schedule of Assets, totaling $12.8M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $9.1M |
| 2 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 258 | $24.2M | $1.7M |
| 3 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN |
LINCOLN NE |
| 134 |
| $23.3M |
| $1.3M |
| 4 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN | MEMPHIS TN | 240 | $17.7M | $615K |
