Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMF 2015 TARGET DATE R5E in their Schedule of Assets, totaling $50K 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 | S.L. HUSAIN HAMZAVI, M.D. PC S.L. HUSAIN HAMZAVI, M.D. P.C. PROFIT SHARING PLAN | CLINTON TOWNSHIP MI | 185 | $12.5M | $25K |
| 2 | ZILLION TECHNOLOGIES, INC. ZILLION TECHNOLOGIES 401(K) PLAN | ASHBURN VA | 324 | $7.4M | $20K |
| 3 | CLIMATE BY DESIGN INTERNATIONAL, INC. |
OWATONNA MN |
| 209 |
| $12.3M |
| $5K |