Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amfds 2060 Trgtdtrtrmt R6 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 152 | $20.3M | $467K |
| 2 | GARDANT MANAGEMENT SOLUTIONS, INC. GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | KANKAKEE IL | 138 | $7.6M | $423K |
| 3 | 365 OPERATING COMPANY, LLC |
NORWALK CT |
| 194 |
| $17.2M |
| $201K |
| 4 | DFT INC. DFT INC. 401(K) PLAN | RIVERSIDE CA | 542 | $6.5M | $195K |
| 5 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 135 | $4.3M | $3K |