Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 434 U.S. retirement plans report holding AmerFunds 2060 Targ DateRet R6 in their Schedule of Assets, totaling $276.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $12.0M |
| 2 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,879 | $320.7M | $8.3M |
| 3 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN |
| 1,917 |
| $176.0M |
| $7.8M |
| 4 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 1,000 | $121.9M | $6.4M |
| 5 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $6.1M |
| 6 | YAM MANAGEMENT, LLC YAM MANAGEMENT 401(K) PLAN | SCOTTSDALE AZ | 889 | $58.7M | $5.1M |
| 7 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $4.8M |
| 8 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $4.5M |
| 9 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $4.5M |
| 10 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE FL | 1,573 | $98.2M | $3.9M |
