Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding AMF 2020 TARGET DATE R2E in their Schedule of Assets, totaling $1.8M 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 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $240K |
| 2 | SEE, INC. SEE, INC. 401(K) PLAN | SOUTHFIELD MI | 166 | $2.6M | $198K |
| 3 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN |
ROCK HILL SC |
| 174 |
| $4.8M |
| $179K |
| 4 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $171K |
| 5 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $161K |
| 6 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $149K |
| 7 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $141K |
| 8 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $135K |
| 9 | MADDEN CORPORATION MADDEN CORPORATION 401(K) PLAN | ANAHEIM CA | 100 | $1.4M | $101K |
| 10 | CITIZENS FUEL COMPANY, INC. CITIZENS FUEL COMPANY PROFIT SHARING 401(K) PLAN | ASHEVILLE NC | 121 | $2.8M | $73K |
