Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding AMF 2030 TARGET DATE R2E in their Schedule of Assets, totaling $7.3M 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 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T | BOCA RATON FL | 1,459 | $11.6M | $1.2M |
| 2 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $896K |
| 3 | HCP FINANCIAL AND MANAGEMENT SER |
ROLLING MEADOWS IL |
| 1,630 |
| $10.1M |
| $450K |
| 4 | AMIGO BABY INC AMIGO BABY 401K PROFIT SHARING PLAN | THOUSAND OAKS CA | 220 | $7.6M | $414K |
| 5 | SOFT LANDING INTERVENTIONS, LLC SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN | NAPERVILLE IL | 132 | $3.8M | $365K |
| 6 | JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN | MIDLAND TX | 267 | $2.1M | $346K |
| 7 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $344K |
| 8 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $319K |
| 9 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN | HUNTINGTON STATION NY | 116 | $3.6M | $304K |
| 10 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 509 | $4.5M | $283K |
