Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding AMERFDS 2055 TARG DATE RET-R4 in their Schedule of Assets, totaling $59.4M 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 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $16.6M |
| 2 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $3.2M |
| 3 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN |
SLEEPY EYE MN |
| 455 |
| $35.2M |
| $2.5M |
| 4 | AUDLEY TRAVEL US, INC. AUDLEY TRAVEL US, INC. 401K PS PLAN | BOSTON MA | 219 | $8.8M | $2.3M |
| 5 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $2.3M |
| 6 | OMT-VEYHL USA CORPORATION OMT-VEYHL 401(K) PLAN | HOLLAND MI | 193 | $9.0M | $2.0M |
| 7 | BEUMER CORPORATION BEUMER 401(K) PLAN | SOMERSET NJ | 292 | $34.4M | $1.9M |
| 8 | COMPLETE CARE LLC COMPLETE CARE 401(K) PLAN | TOMS RIVER NJ | 8,879 | $49.6M | $1.8M |
| 9 | AVPORTS LLC AVPORTS LLC 401(K) PLAN | DULLES VA | 459 | $39.7M | $1.8M |
| 10 | OEC FREIGHT NEW YORK INC. OEC FREIGHT NEW YORK INC. 401(K) PROFIT SHARING PLAN & TRUST | ROSEDALE NY | 323 | $26.9M | $1.7M |
