Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERFDS 2040 TARG DATE RET-R2 in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAINTECH INCORPORATED MAINTECH 401(K) RETIREMENT PLAN AND TRUST | CLARK NJ | 488 | $32.9M | $2.5M |
| 2 | SAGA INNOVATIONS SAGA INNOVATIONS 401(K) PLAN | FRAMINGHAM MA | 134 | $3.2M | $275K |
| 3 | SUMMIT MANAGEMENT CONSULTING, L. SUMMIT MANAGEMENT CONSULTING, L.L.C. EMPLOYEES SAVINGS PLAN |
KIMBALL MI |
| 199 |
| $5.4M |
| $220K |
