Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 201 U.S. retirement plans report holding AMERFUNDS 2065 TARG DATERET R6 in their Schedule of Assets, totaling $32.9M 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 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $3.5M |
| 2 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $2.9M |
| 3 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE |
| 1,573 |
| $98.2M |
| $1.2M |
| 4 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $1.2M |
| 5 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $805K |
| 6 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $790K |
| 7 | THE UNION LEAGUE OF PHILADELPHIA THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT | PHILADELPHIA PA | 378 | $43.6M | $759K |
| 8 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $692K |
| 9 | THOUGHTSPOT, INC. THOUGHTSPOT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNTAIN VIEW CA | 326 | $35.6M | $674K |
| 10 | BILL GRAYS, INC. BILL GRAY'S, INC. 401(K) PLAN | WEBSTER NY | 266 | $12.3M | $648K |
