Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding AMERFDS 2050 TARG DATE RET-R3 in their Schedule of Assets, totaling $21.9M 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 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $3.3M |
| 2 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $3.0M |
| 3 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND |
MEDLEY FL |
| 253 |
| $14.2M |
| $2.9M |
| 4 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $912K |
| 5 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $912K |
| 6 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $879K |
| 7 | THERMOS L.L.C. THERMOS L.L.C. TAX REDUCTION INVESTMENT PLAN | SCHAUMBURG IL | 99 | $24.4M | $775K |
| 8 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $722K |
| 9 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $659K |
| 10 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $595K |
