Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding AMF 2065 TARGET DATE R2E in their Schedule of Assets, totaling $695K 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 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 509 | $4.5M | $186K |
| 2 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 435 | $2.3M | $111K |
| 3 | JMR EMPLOYEES, LLC JMR EMPLOYEES 401(K) PLAN |
| 267 |
| $2.1M |
| $83K |
| 4 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $81K |
| 5 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $74K |
| 6 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $50K |
| 7 | LEGACY HEALING CENTER MARGATE, L LEGACY HEALING CENTER MARGATE, LLC 401(K) PLAN | BOCA RATON FL | 430 | $5.6M | $48K |
| 8 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $18K |
| 9 | WOONSOCKET HEALTH CENTER WOONSOCKET HEALTH CENTRE 401(K) PROFIT SHARING PLAN | WOONSOCKET RI | 172 | $4.1M | $18K |
| 10 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $13K |
