Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding AMF 2015 TARGET DATE R2E in their Schedule of Assets, totaling $432K 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 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $101K |
| 2 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $92K |
| 3 | WOONSOCKET HEALTH CENTER |
WOONSOCKET RI |
| 172 |
| $4.1M |
| $55K |
| 4 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $50K |
| 5 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $24K |
| 6 | MADDEN CORPORATION MADDEN CORPORATION 401(K) PLAN | ANAHEIM CA | 100 | $1.4M | $20K |
| 7 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN | HUNTINGTON STATION NY | 116 | $3.6M | $19K |
| 8 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN | DALLAS TX | 226 | $5.6M | $14K |
| 9 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $14K |
| 10 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $13K |
