Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding AMF 2025 TARGET DATE R2E in their Schedule of Assets, totaling $4.7M 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 | $597K |
| 2 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $569K |
| 3 | HCP FINANCIAL AND MANAGEMENT SER |
ROLLING MEADOWS IL |
| 1,630 |
| $10.1M |
| $388K |
| 4 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $359K |
| 5 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $343K |
| 6 | SEE, INC. SEE, INC. 401(K) PLAN | SOUTHFIELD MI | 166 | $2.6M | $340K |
| 7 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN | DALLAS TX | 226 | $5.6M | $325K |
| 8 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $286K |
| 9 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $211K |
| 10 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN | HUNTINGTON STATION NY | 116 | $3.6M | $150K |
