Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Van Targ Retire 2060 Registered Investment Company in their Schedule of Assets, totaling $456K 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 | KENNEDY FABRICATING, LLC KENNEDY FABRICATING, LLC. 401(K) PLAN | SPLENDORA TX | 199 | $2.7M | $189K |
| 2 | CUSTOM ASSEMBLY, INC. CUSTOM ASSEMBLY, INC. 401(K) RETIREMENT PLAN | HAVILAND OH | 384 | $5.6M | $171K |
| 3 | ALLCARE MANAGEMENT SERVICES ALLCARE HEALTH 401(K) PLAN |
GRANTS PASS OR |
| 366 |
| $17.2M |
| $96K |
