Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding AMERFDS 2040 TARG DATE RET-R3 in their Schedule of Assets, totaling $29.5M 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 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $5.4M |
| 2 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $3.9M |
| 3 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN |
PALM SHORES FL |
| 1,667 |
| $11.8M |
| $2.4M |
| 4 | MEDBRIDGE HEALTHCARE LLC MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN | GREENVILLE SC | 309 | $10.5M | $2.0M |
| 5 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $1.2M |
| 6 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $1.2M |
| 7 | POINT BLANK ENTERPRISES, INC. POINT BLANK ENTERPRISES, INC. 401(K) PLAN | POMPANO BEACH FL | 3,181 | $17.5M | $1.1M |
| 8 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $853K |
| 9 | ROEVOLUTION 226, LLC ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN | BANNOCKBURN IL | 144 | $13.0M | $779K |
| 10 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $720K |
