Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding AMERFDS 2055 TARG DATE RET-R3 in their Schedule of Assets, totaling $18.5M 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 | $3.0M |
| 2 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $2.3M |
| 3 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN |
TROY MI |
| 378 |
| $11.3M |
| $1.0M |
| 4 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $858K |
| 5 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $858K |
| 6 | KOONS OF MANASSAS, INC. DBA JOYC JOYCE KOONS HONDA BUICK GMC 401(K) PLAN & TRUST | MANASSAS VA | 173 | $9.4M | $794K |
| 7 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $771K |
| 8 | ROEVOLUTION 226, LLC ROEVOLUTION 226 PROFIT SHARING & 401(K) PLAN | BANNOCKBURN IL | 144 | $13.0M | $697K |
| 9 | BLACK DIAMOND PLUMBING & MECHANI BLACK DIAMOND PLUMBING & MECHANICAL INC 401K PLAN | MCHENRY IL | 105 | $7.3M | $663K |
| 10 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES FL | 1,667 | $11.8M | $617K |
