Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMF 2065 TARGET DATE R5E in their Schedule of Assets, totaling $304K 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 | CLIMATE BY DESIGN INTERNATIONAL, INC. CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | OWATONNA MN | 209 | $12.3M | $228K |
| 2 | ZILLION TECHNOLOGIES, INC. ZILLION TECHNOLOGIES 401(K) PLAN | ASHBURN VA | 324 | $7.4M | $27K |
| 3 | S.L. HUSAIN HAMZAVI, M.D. PC |
CLINTON TOWNSHIP MI |
| 185 |
| $12.5M |
| $25K |
| 4 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $24K |
