Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 81 U.S. retirement plans report holding Am Fds 2050 Trgt Dte Rtm R6 Fd in their Schedule of Assets, totaling $136.8M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $20.8M |
| 2 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $10.7M |
| 3 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN |
WATERLOO IA |
| 1,520 |
| $127.1M |
| $8.6M |
| 4 | JANICKI INDUSTRIES, INC. JANICKI RETIREMENT PLAN | SEDRO WOOLLEY WA | 1,507 | $82.2M | $8.1M |
| 5 | RHF INVESTMENTS, INC. RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN | HICKORY NC | 1,616 | $50.4M | $7.2M |
| 6 | CONSTRUCTION PARTNERS, INC. CPI 401(K) PLAN | DOTHAN AL | 4,268 | $134.0M | $6.0M |
| 7 | L/B WATER SERVICE, INC. L/B WATER SERVICE, INC. 401(K) PLAN | SELINSGROVE PA | 237 | $22.4M | $3.9M |
| 8 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $3.8M |
| 9 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $3.8M |
| 10 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $3.7M |
