Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding AMF 2060 TARGET DATE RETIRE R3 in their Schedule of Assets, totaling $10.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $1.5M |
| 2 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $1.0M |
| 3 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN |
MANASSAS VA |
| 251 |
| $10.6M |
| $729K |
| 4 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $654K |
| 5 | LX PANTOS USA, INC. LX PANTOS USA, INC. RETIREMENT PLAN AND TRUST | ENGLEWOOD CLIFFS NJ | 685 | $10.5M | $654K |
| 6 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN | TROY MI | 378 | $11.3M | $570K |
| 7 | BLACK DIAMOND PLUMBING & MECHANI BLACK DIAMOND PLUMBING & MECHANICAL INC 401K PLAN | MCHENRY IL | 105 | $7.3M | $511K |
| 8 | YATES INDUSTRIES, INC. YATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST CLAIR SHORES MI | 189 | $8.2M | $472K |
| 9 | MAINSAIL PROPERTY MANAGEMENT, LL MAINSAIL PROPERTY MANAGEMENT 401(K) PLAN | TAMPA FL | 747 | $14.5M | $352K |
| 10 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $298K |
