Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding AMF 2045 TARGET DATE R2E in their Schedule of Assets, totaling $8.3M 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 | $1.0M |
| 2 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $915K |
| 3 | WILSHIRE LAW FIRM, PLC |
LOS ANGELES CA |
| 509 |
| $4.5M |
| $780K |
| 4 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $601K |
| 5 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $587K |
| 6 | SOFT LANDING INTERVENTIONS, LLC SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN | NAPERVILLE IL | 132 | $3.8M | $553K |
| 7 | SEE, INC. SEE, INC. 401(K) PLAN | SOUTHFIELD MI | 166 | $2.6M | $462K |
| 8 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $460K |
| 9 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $429K |
| 10 | AMIGO BABY INC AMIGO BABY 401K PROFIT SHARING PLAN | THOUSAND OAKS CA | 220 | $7.6M | $348K |
