Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding AMERFDS 2015 TARG DATE RET-R4 in their Schedule of Assets, totaling $7.9M 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 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $3.0M |
| 2 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $746K |
| 3 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN |
TOMS RIVER NJ |
| 8,879 |
| $49.6M |
| $721K |
| 4 | GROTHUES BROTHERS HOLDINGS MG BUILDING MATERIALS LTD 401(K) PROFIT SHARING PLAN & TRUST | SAN ANTONIO TX | 259 | $11.6M | $717K |
| 5 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $575K |
| 6 | VACATION INTERNATIONALE, INC. VACATION INTERNATIONALE, INC. 401(K) PLAN | BELLEVUE WA | 199 | $11.4M | $431K |
| 7 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $361K |
| 8 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $270K |
| 9 | PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER MI | 143 | $14.2M | $202K |
| 10 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $144K |
