Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding AMERFUNDS 2045 TARG DATERET R6 in their Schedule of Assets, totaling $31.1M 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 | $10.3M |
| 2 | DIALPAD INC. DIALPAD 401(K) PLAN | SAN RAMON CA | 516 | $28.9M | $3.2M |
| 3 | EQUALITY CHARTER SCHOOL EQUALITY CHARTER SCHOOL 401(K) RETIREMENT PLAN |
BRONX NY |
| 123 |
| $8.7M |
| $1.7M |
| 4 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $1.5M |
| 5 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $1.2M |
| 6 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $1.1M |
| 7 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN | WAYNESBORO VA | 162 | $25.6M | $909K |
| 8 | NSA INDUSTRIES, LLC NSA INDUSTRIES 401(K) PROFIT | ST. JOHNSBURY VT | 384 | $11.4M | $903K |
| 9 | DEJANA INDUSTRIES, INC. DEJANA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 706 | $22.0M | $895K |
| 10 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $894K |
