Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Fds Trgt Date Ret 2025 R6 Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | SCHUCHART CORPORATION SCHUCHART CORPORATION 401(K) PLAN | SEATTLE WA | 77 | $17.3M | $1.1M |
| 2 | PACIFIC IMAGING MANAGEMENT, LLC PACIFIC IMAGING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | TEMPLETON CA | 120 | $24.3M | $547K |
| 3 | LAKESIDE CAPITAL GROUP MANAGEMENT, LLC |
COEUR DALENE ID |
| 216 |
| $8.1M |
| $348K |
| 4 | WASHINGTON EMERGENCY CARE PHYSICIANS, INC., P.S. WASHINGTON EMERGENCY CARE PHYSICIANS 401(K) PROFIT SHARING PLAN | TACOMA WA | 216 | $52.3M | $138K |
| 5 | PLYMOUTH POULTRY COMPANY PLYMOUTH POULTRY COMPANY RETIREMENT PLAN | AUBURN WA | 262 | $22.5M | $84K |