Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 475 U.S. retirement plans report holding AMERFUNDS 2040 TARG DATERET R6 in their Schedule of Assets, totaling $670.0M 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 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $25.1M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $20.8M |
| 3 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN |
| 1,492 |
| $202.0M |
| $14.9M |
| 4 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $14.8M |
| 5 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE FL | 1,573 | $98.2M | $13.8M |
| 6 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $13.3M |
| 7 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $10.6M |
| 8 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,385 | $109.7M | $9.8M |
| 9 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $9.7M |
| 10 | KELLER WILLIAMS REALTY, LLC KWRI 401(K) PLAN | AUSTIN TX | 446 | $83.0M | $9.5M |
