Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMF 2040 TARGET DATE FD - R5 in their Schedule of Assets, totaling $2.8M 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 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $1.3M |
| 2 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $658K |
| 3 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST |
VAN NUYS CA |
| 616 |
| $39.0M |
| $432K |
| 4 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $414K |
