Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding AMERFUNDS 2040 TARG DATERET R6 in their Schedule of Assets, totaling $37.1M 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 | $9.7M |
| 2 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $3.9M |
| 3 | DIALPAD INC. DIALPAD 401(K) PLAN |
| 516 |
| $28.9M |
| $2.8M |
| 4 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $2.3M |
| 5 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $1.9M |
| 6 | FACILITY CONCESSION SERVICES, LL SPECTRUM 401(K) PLAN | OAK RIDGE NORTH TX | 193 | $8.3M | $1.7M |
| 7 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $1.6M |
| 8 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN | WAYNESBORO VA | 162 | $25.6M | $1.4M |
| 9 | SUTTON TRANSPORT, INC. SUTTON TRANSPORT, INC. 401(K) PLAN | WESTON WI | 713 | $8.9M | $996K |
| 10 | NSA INDUSTRIES, LLC NSA INDUSTRIES 401(K) PROFIT | ST. JOHNSBURY VT | 384 | $11.4M | $958K |
