Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding AMF 2035 TARGET DATE R2E in their Schedule of Assets, totaling $10.9M 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 | $1.4M |
| 2 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $1.1M |
| 3 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN |
NEW PROVIDENCE NJ |
| 70 |
| $7.0M |
| $1.1M |
| 4 | VENTURE METALS LLC VENTURE METALS INTERNATIONAL 401K PLAN | DALLAS TX | 226 | $5.6M | $1.1M |
| 5 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $843K |
| 6 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $604K |
| 7 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $594K |
| 8 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $559K |
| 9 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $414K |
| 10 | JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN | MIDLAND TX | 267 | $2.1M | $408K |
