Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 470 U.S. retirement plans report holding AMERFUNDS 2045 TARG DATERET R6 in their Schedule of Assets, totaling $637.3M 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 | $23.1M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $18.1M |
| 3 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN |
TUSTIN CA |
| 4,347 |
| $148.5M |
| $18.0M |
| 4 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $15.8M |
| 5 | STELLA-JONES CORPORATION STELLA-JONES CORPORATION RETIREMENT PLAN | PITTSBURGH PA | 2,247 | $138.2M | $15.5M |
| 6 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $15.2M |
| 7 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $14.1M |
| 8 | KELLER WILLIAMS REALTY, LLC KWRI 401(K) PLAN | AUSTIN TX | 446 | $83.0M | $13.2M |
| 9 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE FL | 1,573 | $98.2M | $12.0M |
| 10 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $10.3M |
