Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding AMERFUNDS 2060 TARG DATERET R6 in their Schedule of Assets, totaling $13.3M 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 | $4.5M |
| 2 | DIALPAD INC. DIALPAD 401(K) PLAN | SAN RAMON CA | 516 | $28.9M | $1.3M |
| 3 | RISAS DENTAL MANAGEMENT LLC RISAS DENTAL & BRACES 401(K) PLAN |
PHOENIX AZ |
| 366 |
| $5.3M |
| $1.1M |
| 4 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $889K |
| 5 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN | WAYNESBORO VA | 162 | $25.6M | $881K |
| 6 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $836K |
| 7 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $452K |
| 8 | GLOVIS ALABAMA, LLC GLOVIS ALABAMA 401(K) PLAN | MONTGOMERY AL | 633 | $7.4M | $452K |
| 9 | GARNER ELECTRIC, CO. GARNER ELECTRIC, CO. 401(K) PROFIT SHARING PLAN | HILLSBORO OR | 140 | $4.2M | $369K |
| 10 | BRONCO UTAH OPERATIONS LLC BRONCO UTAH OPERATION, LLC 401K PLAN | EMERY UT | 304 | $3.6M | $359K |
