Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERFDS 2030 TARG DATE RET-R2 in their Schedule of Assets, totaling $3.1M 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 | MAINTECH INCORPORATED MAINTECH 401(K) RETIREMENT PLAN AND TRUST | CLARK NJ | 488 | $32.9M | $2.8M |
| 2 | SUMMIT MANAGEMENT CONSULTING, L. SUMMIT MANAGEMENT CONSULTING, L.L.C. EMPLOYEES SAVINGS PLAN | KIMBALL MI | 199 | $5.4M | $185K |
| 3 | SAGA INNOVATIONS SAGA INNOVATIONS 401(K) PLAN |
FRAMINGHAM MA |
| 134 |
| $3.2M |
| $82K |