Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding AMERFUNDS 2050 TARG DATERET R6 in their Schedule of Assets, totaling $27.3M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $8.5M |
| 2 | DIALPAD INC. DIALPAD 401(K) PLAN | SAN RAMON CA | 516 | $28.9M | $3.9M |
| 3 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN |
MOBILE AL |
| 473 |
| $37.0M |
| $1.7M |
| 4 | ALEXANDER WANG LLC ALEXANDER WANG LLC, 401K PLAN | NEW YORK NY | 196 | $11.0M | $1.2M |
| 5 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $1.0M |
| 6 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $1.0M |
| 7 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN | WAYNESBORO VA | 162 | $25.6M | $881K |
| 8 | MEDICAL OFFICES OF MANHATTAN MEDICAL OFFICES OF MANHATTAN, PLLC 401(K) PS PLAN AND TRUST | NEW YORK NY | 118 | $4.0M | $750K |
| 9 | RISAS DENTAL MANAGEMENT LLC RISAS DENTAL & BRACES 401(K) PLAN | PHOENIX AZ | 366 | $5.3M | $739K |
| 10 | SUTTON TRANSPORT, INC. SUTTON TRANSPORT, INC. 401(K) PLAN | WESTON WI | 713 | $8.9M | $732K |
