Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Target Retirement Income in their Schedule of Assets, totaling $57.1M 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 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $38.6M |
| 2 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN | RESTON VA | 521 | $254.8M | $7.5M |
| 3 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN |
| 241 |
| $231.1M |
| $6.2M |
| 4 | CENTURY KITCHENS, INC. THE CENTURY 401(K) PLAN | COLMAR PA | 251 | $30.7M | $2.1M |
| 5 | NORICAN GROUP US NORICAN GROUP US 401(K) PLAN | LAGRANGE GA | 234 | $36.2M | $1.2M |
| 6 | MACELREE HARVEY, LTD. MACELREE, HARVEY, LTD. 401(K) PLAN | WEST CHESTER PA | 75 | $24.8M | $570K |
| 7 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $412K |
| 8 | FLORIDA FRUIT & VEGETABLE ASSOCIATION FLORIDA FRUIT & VEGETABLE ASSOCIATION EMPLOYEE RETIREMENT PLAN | MAITLAND FL | 164 | $42.7M | $197K |
| 9 | SKIRBALL CULTURAL CENTER SKIRBALL CULTURAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 260 | $12.7M | $172K |
| 10 | GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS GIFT OF LIFE DONOR PROGRAM 403(B) PLAN | PHILADELPHIA PA | 336 | $71.4M | $83K |
