Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMF 2035 TARGET DATE FD - R5 in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $1.5M |
| 2 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $1.1M |
| 3 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN |
WHITESTONE NY |
| 286 |
| $61.2M |
| $1.1M |
| 4 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $417K |
