Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Amer Target 2050 Fund R6 “ in their Schedule of Assets, totaling $26.8M 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 | THYSSENKRUPP MATERIALS NA, INC. THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN | SOUTHFIELD MI | 4,032 | $387.9M | $14.9M |
| 2 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $4.5M |
| 3 | UNITIL CORPORATION UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN |
HAMPTON NH |
| 546 |
| $156.2M |
| $2.8M |
| 4 | CARELINC MEDICAL EQUIPMENT & SUPPLY CO., LLC CARELINC 401(K) PLAN | GRAND RAPIDS MI | 766 | $19.4M | $1.5M |
| 5 | A-LIGN COMPLIANCE AND SECURITY, INC. A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN | TAMPA FL | 402 | $24.8M | $1.3M |
| 6 | MID-CONTINENT INSTRUMENT CO., INC. MID-CONTINENT INSTRUMENT CO, INC. PROFIT SHARING/401(K) P&T | WICHITA KS | 204 | $23.6M | $754K |
| 7 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $701K |
| 8 | JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. JCCS, PC 401K PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 117 | $26.1M | $160K |
| 9 | LABOR FINDERS INTERNATIONAL, INC. LABOR FINDERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | PALM BEACH GARDENS FL | 205 | $10.7M | $146K |
| 10 | TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND | PEWAUKEE WI | 9,375 | $59.7M | $3K |
