Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding AMF 2060 TARGET DATE R2E in their Schedule of Assets, totaling $7.1M 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 | $799K |
| 2 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 509 | $4.5M | $727K |
| 3 | AMIGO BABY INC AMIGO BABY 401K PROFIT SHARING PLAN |
THOUSAND OAKS CA |
| 220 |
| $7.6M |
| $688K |
| 4 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $593K |
| 5 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $527K |
| 6 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 435 | $2.3M | $382K |
| 7 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN | DEERFIELD BEACH FL | 542 | $6.9M | $348K |
| 8 | LEGACY HEALING CENTER MARGATE, L LEGACY HEALING CENTER MARGATE, LLC 401(K) PLAN | BOCA RATON FL | 430 | $5.6M | $300K |
| 9 | ACM, LLC ACM, LLC 401(K) PLAN | CHAMBLEE GA | 91 | $3.2M | $294K |
| 10 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $272K |
