Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 270 U.S. retirement plans report holding AMERFUNDS 2015 TARG DATERET R6 in their Schedule of Assets, totaling $47.0M 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 | VALLEY PACIFIC PETROLEUM SERVICE VALLEY PACIFIC PETROLEUM SERVICES INC. 401(K) PLAN | STOCKTON CA | 300 | $39.0M | $3.1M |
| 2 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.9M |
| 3 | UPSTATE NIAGARA COOPERATIVE, INC |
LANCASTER NY |
| 1,107 |
| $132.7M |
| $2.1M |
| 4 | KELLER WILLIAMS REALTY, LLC KWRI 401(K) PLAN | AUSTIN TX | 446 | $83.0M | $1.9M |
| 5 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $1.7M |
| 6 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $1.6M |
| 7 | PURECOAT INTERNATIONAL, LLC PURECOAT INTERNATIONAL, LLC 401(K) PLAN | WEST PALM BEACH FL | 104 | $7.1M | $1.2M |
| 8 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $1.0M |
| 9 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $999K |
| 10 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $900K |
