Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding AMERFDS 2025 TARG DATE RET-R4 in their Schedule of Assets, totaling $53.1M 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 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $5.8M |
| 2 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN | TOMS RIVER NJ | 8,879 | $49.6M | $5.6M |
| 3 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN |
SLEEPY EYE MN |
| 455 |
| $35.2M |
| $5.0M |
| 4 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $3.5M |
| 5 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $3.3M |
| 6 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $3.2M |
| 7 | SASNAK MANAGEMENT CORPORATION THRIVE TOGETHER, LLC 401(K) PROFIT SHARING PLAN | WICHITA KS | 1,122 | $15.3M | $2.6M |
| 8 | BIRKEYS FARM STORE INC BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN | CHAMPAIGN IL | 394 | $50.7M | $2.0M |
| 9 | PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER MI | 143 | $14.2M | $1.9M |
| 10 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $1.9M |
