Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amfds 2065 Trgtdtrtrmt R6 in their Schedule of Assets, totaling $33K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $27K |
| 2 | THE WHOLE PERSON INC. 403B THRIFT PLAN FOR THE WHOLE PERSON INC. | KANSAS CITY MO | 138 | $2.3M | $3K |
| 3 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 149 |
| $35.4M |
| $2K |
