Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amerfunds 2035 TRGT DT RETR R6 Mutual fund n/a in their Schedule of Assets, totaling $99K 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 | MONTEREY PENINSULA SURGERY CENTER, LLC MONTEREY PENINSULA SURGERY CENTER, LLC 401(K) PLAN | MONTEREY CA | 223 | $17.4M | $99K |
