Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Target Retirement Income Fund Mutual fund in their Schedule of Assets, totaling $3.6M 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 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. SAVINGS PLAN FOR SALARIED EMPLOYEES | BIRMINGHAM AL | 473 | $125.5M | $1.9M |
| 2 | THE ARC/MORRIS COUNTY CHAPTER, NJ 403B THRIFT PLAN FOR EMPLOYEES OF THE ARC/MORRIS COUNTY CHAPTER (NJ), INC. | MORRIS PLAINS NJ | 379 | $7.7M | $1.5M |
| 3 | RXBENEFITS, INC. |
BIRMINGHAM AL |
| 1,105 |
| $61.0M |
| $97K |
| 4 | DRUMMOND COMPANY, INC. DRUMMOND COMPANY, INC. STEELWORKERS 401(K) PLAN | BIRMINGHAM AL | 203 | $18.3M | $92K |
| 5 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $54K |
