Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding AMERFDS 2015 TARG DATE RET-R3 in their Schedule of Assets, totaling $1.9M 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 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR | WEST PALM BEACH FL | 187 | $15.8M | $553K |
| 2 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $366K |
| 3 | ROEVOLUTION 226, LLC ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN |
BANNOCKBURN IL |
| 144 |
| $13.0M |
| $241K |
| 4 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $106K |
| 5 | THE HORTON FRUIT COMPANY INC. THE HORTON FRUIT COMPANY, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 233 | $7.6M | $104K |
| 6 | VILLA OF HOPE VILLA OF HOPE RETIREMENT PLAN | ROCHESTER NY | 221 | $7.3M | $73K |
| 7 | THERMOS L.L.C. THERMOS L.L.C. TAX REDUCTION INVESTMENT PLAN | SCHAUMBURG IL | 99 | $24.4M | $70K |
| 8 | MEDBRIDGE HEALTHCARE LLC MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN | GREENVILLE SC | 309 | $10.5M | $66K |
| 9 | MFXCHANGE US, INC. MFXCHANGE US, INC. EMPLOYEE RETIREMENT PLAN | MORRIS PLAINS NJ | 46 | $17.1M | $57K |
| 10 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $56K |
