Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding AMERFDS 2045 TARG DATE RET-R3 in their Schedule of Assets, totaling $24.2M 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 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $3.2M |
| 2 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $2.3M |
| 3 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST |
ENGLEWOOD CLIFFS NJ |
| 685 |
| $10.5M |
| $1.6M |
| 4 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $1.6M |
| 5 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $1.2M |
| 6 | BLACK DIAMOND PLUMBING & MECHANI BLACK DIAMOND PLUMBING & MECHANICAL INC 401K PLAN | MCHENRY IL | 105 | $7.3M | $1.1M |
| 7 | ADVANCED MEDICAL MANAGEMENT,INC. ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN | LONG BEACH CA | 177 | $4.3M | $991K |
| 8 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $973K |
| 9 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $973K |
| 10 | MEDBRIDGE HEALTHCARE LLC MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN | GREENVILLE SC | 309 | $10.5M | $866K |
