Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding AMERFDS 2035 TARG DATE RET-R4 in their Schedule of Assets, totaling $79.6M 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 | $14.2M |
| 2 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN | TOMS RIVER NJ | 8,879 | $49.6M | $7.0M |
| 3 | SK LIFE SCIENCE, INC. SK LIFE SCIENCE, INC. 401(K) PROFIT SHARING PLAN & TRUST |
PARAMUS NJ |
| 253 |
| $49.0M |
| $4.5M |
| 4 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $4.2M |
| 5 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $3.6M |
| 6 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $3.6M |
| 7 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $3.0M |
| 8 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $2.6M |
| 9 | OEC FREIGHT NEW YORK INC. OEC FREIGHT NEW YORK INC. 401(K) PROFIT SHARING PLAN & TRUST | ROSEDALE NY | 323 | $26.9M | $2.5M |
| 10 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE MN | 455 | $35.2M | $2.4M |
