Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 405 U.S. retirement plans report holding AMERFUNDS 2020 TARG DATERET R6 in their Schedule of Assets, totaling $172.0M 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 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $4.8M |
| 2 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $3.8M |
| 3 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 1,274 |
| $71.9M |
| $3.0M |
| 4 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $3.0M |
| 5 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $2.9M |
| 6 | EPITEC, INC. EPITEC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SOUTHFIELD MI | 954 | $47.0M | $2.9M |
| 7 | FOUR RIVERS NUCLEAR PARTNERSHIP FOUR RIVERS NUCLEAR PARTNERSHIP RETIREMENT PLAN | KEVIL KY | 831 | $108.4M | $2.8M |
| 8 | THE LENKIN COMPANY MANAGEMENT, I THE LENKIN COMPANIES 401(K) RETIREMENT PLAN | WASHINGTON DC | 76 | $26.0M | $2.8M |
| 9 | ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN | OVERLAND PARK KS | 748 | $45.1M | $2.4M |
| 10 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $2.3M |