Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amerfunds 2050 Targ Dateret R6 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | CARGROUP HOLDINGS, LLC CARGROUP HOLDINGS, LLC 401(K) PLAN | SPRINGFIELD PA | 323 | $8.9M | $1.1M |
| 2 | NXTSOFT, LLC NXTSOFT, LLC 401(K) PLAN | BIRMINGHAM AL | 79 | $5.3M | $273K |
