Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding AMERFDS 2010 TARG DATE RET-R3 in their Schedule of Assets, totaling $1.5M 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 | THERMOS L.L.C. THERMOS L.L.C. TAX REDUCTION INVESTMENT PLAN | SCHAUMBURG IL | 99 | $24.4M | $287K |
| 2 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $248K |
| 3 | THE HORTON FRUIT COMPANY INC. THE HORTON FRUIT COMPANY, INC. PROFIT SHARING PLAN |
LOUISVILLE KY |
| 233 |
| $7.6M |
| $213K |
| 4 | JACKSON FURNITURE INDUSTRIES, IN JACKSON FURNITURE INDUSTRIES, INC RETIREMENT PLAN | CLEVELAND TN | 790 | $5.1M | $202K |
| 5 | VILLA OF HOPE VILLA OF HOPE RETIREMENT PLAN | ROCHESTER NY | 221 | $7.3M | $167K |
| 6 | JING-JIN ELECTRIC NORTH AMERICA, JING-JIN ELECTRIC NA 401(K) PLAN | FARMINGTON HILLS MI | 128 | $3.9M | $80K |
| 7 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $77K |
| 8 | FRESHLINE PRODUCE, LLC FRESHLINE & WUHL 401(K) PLAN | MAHWAH NJ | 189 | $2.5M | $64K |
| 9 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $49K |
| 10 | INDEPENDENT LIVING ASSOCIATION INDEPENDENT LIVING PROFIT SHARING PLAN - UNION | BROOKLYN NY | 492 | $7.7M | $28K |
