Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding AMERFUNDS 2020 TARG DATERET R6 in their Schedule of Assets, totaling $9.3M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.3M |
| 2 | NSA INDUSTRIES, LLC NSA INDUSTRIES 401(K) PROFIT | ST. JOHNSBURY VT | 384 | $11.4M | $1.5M |
| 3 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN |
WAYNESBORO VA |
| 162 |
| $25.6M |
| $1.1M |
| 4 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $646K |
| 5 | DEJANA INDUSTRIES, INC. DEJANA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 706 | $22.0M | $464K |
| 6 | COMMUNITY PROGRESS COUNCIL, INC. COMMUNITY PROGRESS COUNCIL, INC. 401(K) PLAN | YORK PA | 141 | $5.1M | $331K |
| 7 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $312K |
| 8 | SKYLAND GRAIN, LLC SKYLAND GRAIN, LLC 401(K) PLAN | ULYSSES KS | 354 | $8.9M | $278K |
| 9 | INDUSTRIAL VALCO INC. IV RETIREMENT PLAN | E RANCHO DOMINGUEZ CA | 94 | $6.5M | $277K |
| 10 | SUTTON TRANSPORT, INC. SUTTON TRANSPORT, INC. 401(K) PLAN | WESTON WI | 713 | $8.9M | $241K |
