Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding AMERFDS 2045 TARG DATE RET-R4 in their Schedule of Assets, totaling $64.4M 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 | $14.4M |
| 2 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $3.9M |
| 3 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN |
TOMS RIVER NJ |
| 8,879 |
| $49.6M |
| $3.6M |
| 4 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE MN | 455 | $35.2M | $3.3M |
| 5 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $3.0M |
| 6 | SK LIFE SCIENCE, INC. SK LIFE SCIENCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | PARAMUS NJ | 253 | $49.0M | $2.8M |
| 7 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $2.6M |
| 8 | PIPP MOBILE STORAGE SYSTEMS, INC PIPP MOBILE STORAGE SYSTEMS 401(K) RETIREMENT PLAN | WALKER MI | 143 | $14.2M | $2.0M |
| 9 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $1.7M |
| 10 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $1.7M |
