Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 222 U.S. retirement plans report holding AMERFUNDS 2010 TARG DATERET R6 in their Schedule of Assets, totaling $31.3M 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 | EPITEC, INC. EPITEC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SOUTHFIELD MI | 954 | $47.0M | $2.0M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $2.0M |
| 3 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN |
SIMI VALLEY CA |
| 1,297 |
| $259.8M |
| $1.8M |
| 4 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $1.6M |
| 5 | AUTOMANN, INC. AUTOMANN, INC. 401(K) PROFIT SHARING PLAN & TRUST | MONROE TOWNSHIP NJ | 782 | $11.0M | $1.5M |
| 6 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 300 | $41.0M | $1.2M |
| 7 | MAKHTESHIM AGAN OF NORTH AMERICA MAKHTESHIM AGAN OF NORTH AMERICA 401(K) PROFIT SHARING PLAN & TRU | RALEIGH NC | 196 | $27.7M | $1.2M |
| 8 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $1.0M |
| 9 | KELLER WILLIAMS REALTY, LLC KWRI 401(K) PLAN | AUSTIN TX | 446 | $83.0M | $881K |
| 10 | NURSE-FAMILY PARTNERSHIP THE NATIONAL SERVICE OFFICE 401K PLAN | DENVER CO | 102 | $18.4M | $815K |
