Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amerfds 2040 Trgt Date Ret R6 N/R in their Schedule of Assets, totaling $120K 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 | EVERGREEN HOMES INC. EVERGREEN HOMES 403B PLAN | KITTANNING PA | 159 | $4.9M | $120K |
