Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amfds 2065 Trgtdtrtrmt R6 Mutual Fund in their Schedule of Assets, totaling $520K 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 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PLAN | LAGRANGE IN | 144 | $17.7M | $227K |
| 2 | ROCHESTER AMBULATORY SURGERY CENTER ROCHESTER AMBULATORY SURGERY CENTER 401(K) PLAN | ROCHESTER NY | 195 | $7.6M | $133K |
| 3 | AUSTRIAN MOTORS CORP. AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN |
GAITHERSBURG MD |
| 605 |
| $64.1M |
| $116K |
| 4 | GARDANT MANAGEMENT SOLUTIONS, INC. GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | KANKAKEE IL | 138 | $7.6M | $28K |
| 5 | DFT INC. DFT INC. 401(K) PLAN | RIVERSIDE CA | 542 | $6.5M | $15K |
| 6 | 365 OPERATING COMPANY, LLC 365 DATA CENTERS 401K PLAN | NORWALK CT | 194 | $17.2M | $2K |
