Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding AMERFDS 2025 TARG DATE RET-R4 in their Schedule of Assets, totaling $49.4M 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 | $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 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $3.2M |
| 6 | SASNAK MANAGEMENT CORPORATION THRIVE TOGETHER, LLC 401(K) PROFIT SHARING PLAN | WICHITA KS | 1,122 | $15.3M | $2.6M |
| 7 | PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER MI | 143 | $14.2M | $1.9M |
| 8 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $1.9M |
| 9 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $1.5M |
| 10 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $1.3M |
