Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMF 2020 TARGET DATE R5E in their Schedule of Assets, totaling $1.2M 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 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $896K |
| 2 | CLIMATE BY DESIGN INTERNATIONAL, INC. CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | OWATONNA MN | 209 | $12.3M | $264K |
| 3 | ZILLION TECHNOLOGIES, INC. ZILLION TECHNOLOGIES 401(K) PLAN |
ASHBURN VA |
| 324 |
| $7.4M |
| $24K |
| 4 | S.L. HUSAIN HAMZAVI, M.D. PC S.L. HUSAIN HAMZAVI, M.D. P.C. PROFIT SHARING PLAN | CLINTON TOWNSHIP MI | 185 | $12.5M | $1K |