Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding AMERFUNDS 2030 TARG DATERET R6 in their Schedule of Assets, totaling $55.2M 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 | $18.7M |
| 2 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $9.6M |
| 3 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN |
ROCHESTER NY |
| 510 |
| $18.6M |
| $4.3M |
| 4 | NSA INDUSTRIES, LLC NSA INDUSTRIES 401(K) PROFIT | ST. JOHNSBURY VT | 384 | $11.4M | $2.3M |
| 5 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $2.2M |
| 6 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $1.7M |
| 7 | WOOLF DISTRIBUTING COMPANY, INC. WOOLF DISTRIBUTING CO., INC. PROFIT SHARING AND SAVINGS PLAN | WOODSTOCK IL | 159 | $10.0M | $1.4M |
| 8 | MACBEATH HARDWOOD COMPANY, INC. MACBEATH HARDWOOD COMPANY, INC. 401(K) PLAN | EDINBURGH IN | 104 | $6.4M | $1.0M |
| 9 | DEJANA INDUSTRIES, INC. DEJANA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 706 | $22.0M | $1.0M |
| 10 | AVROBIO, INC AVROBIO, INC 401K PLAN | CAMBRIDGE MA | 70 | $7.7M | $1.0M |
