Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 456 U.S. retirement plans report holding AMERFUNDS 2025 TARG DATERET R6 in their Schedule of Assets, totaling $454.2M 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 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $16.5M |
| 2 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $14.7M |
| 3 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA |
| 2,603 |
| $216.8M |
| $10.5M |
| 4 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $10.5M |
| 5 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $9.1M |
| 6 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $8.6M |
| 7 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $7.3M |
| 8 | NORWAY SAVINGS BANK NORWAY SAVINGS BANK 401(K) PLAN | NORWAY ME | 274 | $55.5M | $6.8M |
| 9 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,274 | $71.9M | $6.8M |
| 10 | BERETTA U.S.A. CORPORATION BERETTA U.S.A. CORPORATION 401(K) & PROFIT SHARING PLAN | ACCOKEEK MD | 315 | $43.9M | $6.6M |
